Mindset Wealth 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	$419K	Buy	3,550 +250	+8%	+$29.5K	0.14%	84
2025 Q1	$403K	Buy	3,300 +1,000	+43%	+$122K	0.16%	80
2024 Q4	$248K	Buy	2,300 +300	+15%	+$32.3K	0.09%	111
2024 Q3	$231K	Buy	+2,000	New	+$231K	0.1%	111