Thurston Springer Miller Herd & Titak’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	$300K	Buy	2,545 +267	+12%	+$31.5K	0.04%	308
2025 Q1	$278K	Buy	2,278 +112	+5%	+$13.7K	0.05%	262
2024 Q4	$233K	Buy	2,166 +400	+23%	+$43.1K	0.05%	260
2024 Q3	$204K	Buy	1,766 +314	+22%	+$36.2K	0.06%	292
2024 Q2	$146K	Buy	+1,452	New	+$146K	0.05%	352