Platform Technology Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.77M	Buy	21,186 +697	+3%	+$87.1K	0.53%	46
2025 Q4	$2.4M	Buy	20,489 +1,038	+5%	+$127K	0.51%	46
2025 Q3	$2.41M	Buy	19,451 +1,331	+7%	+$162K	0.58%	41
2025 Q2	$2.14M	Buy	18,120 +837	+5%	+$98.8K	0.56%	45
2025 Q1	$2.11M	Buy	17,283 +467	+3%	+$53.2K	0.61%	43
2024 Q4	$1.81M	Buy	16,816 +265	+2%	+$30K	0.55%	49
2024 Q3	$1.91M	Buy	16,551 +140	+0.9%	+$15.6K	0.6%	46
2024 Q2	$1.64M	Buy	+16,411	New	+$1.64M	0.57%	51
2023 Q4	$1.28M	Buy	13,845 +2,469	+22%	+$225K	0.5%	60
2023 Q3	$1M	Buy	11,376 +7,523	+195%	+$690K	0.47%	66
2023 Q2	$350K	Sell	3,853 -10	-0.3%	-$944	0.16%	134
2023 Q1	$373K	Buy	3,863 +3	+0.1%	+$296	0.18%	125
2022 Q4	$398K	Buy	3,860 +433	+13%	+$41.6K	0.21%	117
2022 Q3	$319K	Buy	3,427 +293	+9%	+$31.5K	0.18%	126
2022 Q2	$336K	Buy	3,134 +524	+20%	+$57.6K	0.18%	124
2022 Q1	$291K	Buy	2,610 +152	+6%	+$15.8K	0.14%	146
2021 Q4	$258K	Buy	2,458 +148	+6%	+$15K	0.11%	168
2021 Q3	$225K	Sell	2,310 -3,039	-57%	-$315K	0.1%	189
2021 Q2	$528K	Buy	+5,349	New	+$537K	0.22%	122
2020 Q4	$742K	Sell	8,104 -1,049	-11%	-$97K	0.36%	76
2020 Q3	$811K	Buy	9,153 +751	+9%	+$61.9K	0.5%	52
2020 Q2	$671K	Buy	8,402 +3,053	+57%	+$258K	0.47%	54
2020 Q1	$433K	Buy	+5,349	New	+$491K	0.39%	71