Running Point Capital 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	–	Sell	-1,657	Closed	-$202K	–	184
2025 Q1	$202K	Buy	+1,657	New	+$202K	0.06%	114