SpringVest 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	$317K	Sell	2,689 -225	-8%	-$26.6K	0.26%	49
2025 Q1	$355K	Sell	2,914 -105	-3%	-$12.8K	0.29%	46
2024 Q4	$325K	Buy	+3,019	New	+$325K	0.28%	44