Kathleen S. Wright Associates’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	$24.3K	Hold	206	–	–	0.01%	185
2025 Q1	$25.1K	Hold	206	–	–	0.01%	179
2024 Q4	$22.2K	Buy	+206	New	+$22.2K	0.01%	188