Savvy Advisors Inc’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	$671K	Buy	5,687 +1,887	+50%	+$223K	0.04%	294
2025 Q1	$463K	Buy	3,800 +402	+12%	+$49K	0.05%	299
2024 Q4	$366K	Buy	3,398 +1,149	+51%	+$124K	0.04%	298
2024 Q3	$259K	Buy	+2,249	New	+$259K	0.05%	284