Kiely Wealth Advisory Group’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$417K	Buy	3,608 +8	+0.2%	+$925	0.27%	35
2024 Q3	$405K	Buy	3,600 +7	+0.2%	+$787	0.26%	29
2024 Q2	$405K	Buy	3,593 +8	+0.2%	+$903	0.22%	21
2024 Q1	$354K	Buy	3,585 +8	+0.2%	+$790	0.2%	25
2023 Q4	$344K	Buy	+3,577	New	+$344K	0.2%	26