McDaniel Terry & 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	$719K	Sell	6,093 -24	-0.4%	-$2.83K	0.06%	58
2025 Q1	$746K	Hold	6,117	–	–	0.07%	56
2024 Q4	$659K	Buy	6,117 +2,512	+70%	+$271K	0.05%	58
2024 Q3	$416K	Buy	3,605 +27	+0.8%	+$3.12K	0.03%	71
2024 Q2	$359K	Buy	+3,578	New	+$359K	0.03%	75