Lifeworks 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	$211K	Sell	1,792 -2	-0.1%	-$236	0.03%	301
2025 Q1	$219K	Buy	+1,794	New	+$219K	0.04%	284
2024 Q4	–	Sell	-2,040	Closed	-$235K	–	308
2024 Q3	$235K	Buy	+2,040	New	+$235K	0.05%	263