New Century Financial Group’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,094	Closed	-$333K	–	180
2024 Q4	$333K	Buy	3,094 +781	+34%	+$84.2K	0.14%	193
2024 Q3	$267K	Buy	2,313 +158	+7%	+$18.2K	0.1%	255
2024 Q2	$216K	Buy	+2,155	New	+$216K	0.09%	265