Meriwether Wealth & Planning’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	$393K	Sell	3,329 -430	-11%	-$50.7K	0.25%	73
2025 Q1	$458K	Buy	3,759 +118	+3%	+$14.4K	0.3%	65
2024 Q4	$392K	Buy	+3,641	New	+$392K	0.28%	67