Shepherd Wealth Management’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	$378K	Buy	+3,011	New	+$378K	0.26%	29
2025 Q1	–	Sell	-2,230	Closed	-$240K	–	36
2024 Q4	$240K	Buy	+2,230	New	+$240K	0.24%	45