James J. Burns & Company’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
1,857
+61
+3% +$7.2K 0.04% 140
2025
Q1
$219K Buy
+1,796
New +$219K 0.04% 136