Pettinga Financial Advisors’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
$596K Buy
5,050
+2,733
+118% +$322K 0.13% 81
2025
Q1
$283K Hold
2,317
0.07% 104
2024
Q4
$250K Hold
2,317
0.06% 114
2024
Q3
$267K Hold
2,317
0.06% 106
2024
Q2
$232K Buy
+2,317
New +$232K 0.06% 113