Sand Hill Global 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	$245K	Buy	2,074 +408	+24%	+$48.1K	0.01%	186
2025 Q1	$203K	Buy	+1,666	New	+$203K	0.01%	191
2013 Q3	–	Sell	-39,823	Closed	-$2.69M	–	74
2013 Q2	$2.69M	Buy	+39,823	New	+$2.69M	0.74%	39