LifePlan Investment Advisors’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	$222K	Sell	1,878 -3	-0.2%	-$354	0.11%	102
2025 Q1	$229K	Hold	1,881	–	–	0.13%	97
2024 Q4	$203K	Hold	1,881	–	–	0.13%	96
2024 Q3	$217K	Buy	+1,881	New	+$217K	0.14%	87