RKL 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	$411K	Buy	3,487 +83	+2%	+$9.79K	0.04%	136
2025 Q1	$415K	Buy	+3,404	New	+$415K	0.04%	132