Obermeyer Wealth Partners’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	$215K	Hold	1,824	–	–	0.01%	264
2025 Q1	$222K	Buy	+1,824	New	+$222K	0.01%	241
2013 Q3	–	Sell	-68	Closed	-$5K	–	124
2013 Q2	$5K	Buy	+68	New	+$5K	﹤0.01%	310