Second Half Financial Partners’s Duke Energy DUK Stock Holding History

Second Half Financial Partners’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell
2025 Q1	$237K	Sell
2024 Q4	$212K	Buy
2024 Q3	$214K	Buy
2022 Q3	–	Sell
2022 Q2	$3.57M	Hold
2022 Q1	$3.57M	Buy