M.E. Allison & Co’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	$306K	Buy	2,592 +205	+9%	+$24.2K	0.25%	114
2025 Q1	$291K	Buy	2,387 +2	+0.1%	+$244	0.29%	105
2024 Q4	$257K	Buy	+2,385	New	+$257K	0.28%	109