RFG - Bristol 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	$356K	Buy	3,015 +3	+0.1%	+$354	0.11%	125
2025 Q1	$367K	Buy	3,012 +103	+4%	+$12.6K	0.12%	120
2024 Q4	$313K	Buy	+2,909	New	+$313K	0.1%	121