Marshall Investment Management’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	–	Sell	-21,422	Closed	-$2.61M	–	69
2025 Q1	$2.61M	Buy	21,422 +661	+3%	+$80.6K	1.62%	22
2024 Q4	$2.39M	Buy	+20,761	New	+$2.39M	1.41%	29