Pines Wealth Management’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	$1.17M	Buy	9,940 +135	+1%	+$15.8K	0.41%	60
2025 Q1	$1.14M	Buy	9,805 +61	+0.6%	+$7.07K	0.53%	45
2024 Q4	$1.03M	Buy	+9,744	New	+$1.03M	0.45%	54