Mason & Associates (Virginia)’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	$353K	Buy	2,995 +183	+7%	+$21.6K	0.09%	32
2025 Q1	$343K	Buy	2,812 +3	+0.1%	+$366	0.1%	31
2024 Q4	$303K	Buy	2,809 +320	+13%	+$34.5K	0.09%	36
2024 Q3	$287K	Sell	2,489 -67	-3%	-$7.73K	0.09%	36
2024 Q2	$256K	Buy	+2,556	New	+$256K	0.08%	36