Tower Wealth Partners’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	$238K	Buy	2,016 +170	+9%	+$20.1K	0.14%	72
2025 Q1	$225K	Buy	+1,846	New	+$225K	0.12%	73
2022 Q3	–	Sell	-1,930	Closed	-$207K	–	51
2022 Q2	$207K	Buy	+1,930	New	+$207K	0.28%	42