Timonier Family Office’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
$382K Buy
3,237
+2
+0.1% +$236 0.14% 40
2025
Q1
$395K Sell
3,235
-137
-4% -$16.7K 0.17% 40
2024
Q4
$363K Buy
+3,372
New +$363K 0.19% 43