Synergy Investment 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	–	Sell	-34	Closed	-$4.15K	–	206
2025 Q1	$4.15K	Hold	34	–	–	﹤0.01%	477
2024 Q4	$3.66K	Buy	+34	New	+$3.66K	﹤0.01%	499