Patrick M. Sweeney & 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	$226K	Sell	1,929 -10	-0.5%	-$1.17K	0.16%	147
2025 Q1	$236K	Buy	1,939 +1	+0.1%	+$122	0.18%	137
2024 Q4	$209K	Buy	1,938 +111	+6%	+$12K	0.16%	145
2024 Q3	$211K	Buy	+1,827	New	+$211K	0.15%	146