Physician Wealth 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	$168K	Buy	1,423 +71	+5%	+$8.38K	0.03%	207
2025 Q1	$165K	Buy	1,352 +6	+0.4%	+$732	0.03%	201
2024 Q4	$145K	Buy	+1,346	New	+$145K	0.02%	212