Signature Estate & Investment 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	$454K	Sell	3,847 -28	-0.7%	-$3.3K	0.01%	383
2025 Q1	$473K	Buy	3,875 +714	+23%	+$87.1K	0.01%	351
2024 Q4	$341K	Sell	3,161 -33	-1%	-$3.56K	0.01%	400
2024 Q3	$368K	Buy	3,194 +204	+7%	+$23.5K	0.01%	372
2024 Q2	$300K	Buy	+2,990	New	+$300K	0.01%	389