Sagespring Wealth Partners’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	$3.96M	Buy	33,557 +3,023	+10%	+$357K	0.09%	119
2025 Q1	$3.72M	Buy	30,534 +6,069	+25%	+$740K	0.09%	112
2024 Q4	$2.64M	Buy	+24,465	New	+$2.64M	0.07%	119