Marietta Investment Partners’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	$423K	Hold	3,581	–	–	0.09%	127
2025 Q1	$437K	Hold	3,581	–	–	0.11%	123
2024 Q4	$386K	Hold	3,581	–	–	0.09%	127
2024 Q3	$413K	Hold	3,581	–	–	0.09%	126
2024 Q2	$359K	Hold	3,581	–	–	0.08%	132
2024 Q1	$346K	Hold	3,581	–	–	0.08%	133
2023 Q4	$348K	Sell	3,581 -3,000	-46%	-$291K	0.09%	130
2023 Q3	$581K	Hold	6,581	–	–	0.16%	106
2023 Q2	$591K	Hold	6,581	–	–	0.15%	107
2023 Q1	$635K	Sell	6,581 -166	-2%	-$16K	0.18%	101
2022 Q4	$695K	Hold	6,747	–	–	0.2%	96
2022 Q3	$632K	Hold	6,747	–	–	0.19%	97
2022 Q2	$723K	Buy	6,747 +2,025	+43%	+$217K	0.22%	94
2022 Q1	$527K	Hold	4,722	–	–	0.12%	124
2021 Q4	$495K	Hold	4,722	–	–	0.1%	132
2021 Q3	$461K	Hold	4,722	–	–	0.11%	133
2021 Q2	$466K	Hold	4,722	–	–	0.11%	130
2021 Q1	$456K	Hold	4,722	–	–	0.11%	127
2020 Q4	$432K	Hold	4,722	–	–	0.11%	116
2020 Q3	$418K	Hold	4,722	–	–	0.13%	109
2020 Q2	$377K	Hold	4,722	–	–	0.13%	106
2020 Q1	$382K	Hold	4,722	–	–	0.16%	87
2019 Q4	$431K	Hold	4,722	–	–	0.14%	107
2019 Q3	$453K	Hold	4,722	–	–	0.16%	98
2019 Q2	$417K	Hold	4,722	–	–	0.14%	106
2019 Q1	$425K	Hold	4,722	–	–	0.13%	103
2018 Q4	$408K	Buy	4,722 +1,400	+42%	+$121K	0.16%	90
2018 Q3	$266K	Hold	3,322	–	–	0.08%	130
2018 Q2	$263K	Sell	3,322 -870	-21%	-$68.9K	0.08%	125
2018 Q1	$325K	Hold	4,192	–	–	0.1%	111
2017 Q4	$353K	Hold	4,192	–	–	0.1%	114
2017 Q3	$352K	Buy	+4,192	New	+$352K	0.11%	105