Kestra Investment Management’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	$257K	Buy	+2,181	New	+$257K	﹤0.01%	450
2025 Q1	–	Sell	-1,937	Closed	-$209K	–	1034
2024 Q4	$209K	Buy	1,937 +118	+6%	+$12.7K	0.01%	352
2024 Q3	$210K	Buy	+1,819	New	+$210K	0.01%	322