Punch & Associates Investment 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	$5.6M	Buy	+47,422	New	+$5.6M	0.34%	96
2016 Q1	–	Sell	-31	Closed	-$2.21K	–	187
2015 Q4	$2.21K	Buy	+31	New	+$2.21K	﹤0.01%	252
2013 Q3	–	Sell	-37,008	Closed	-$2.5M	–	205
2013 Q2	$2.5M	Buy	+37,008	New	+$2.5M	0.44%	107