Petrus Trust Company’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,556	Closed	-$440K	–	623
2023 Q1	$440K	Buy	+4,556	New	+$440K	0.05%	130
2018 Q3	–	Sell	-2,534	Closed	-$200K	–	274
2018 Q2	$200K	Buy	+2,534	New	+$200K	0.04%	250