Principia Wealth Advisory’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	$3.66K	Sell	31 -4	-11%	-$472	﹤0.01%	276
2025 Q1	$4.07K	Buy	35 +12	+52%	+$1.4K	﹤0.01%	201
2024 Q4	$2.48K	Buy	+23	New	+$2.48K	﹤0.01%	211