McGrath & Associates’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	$849K	Buy	7,194 +158	+2%	+$18.6K	1.38%	22
2025 Q1	$858K	Hold	7,036	–	–	1.57%	23
2024 Q4	$758K	Buy	+7,036	New	+$758K	1.53%	22