Vista Investment Partners II’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	$681K	Buy	5,774 +207	+4%	+$24.4K	0.33%	66
2025 Q1	$679K	Buy	5,567 +1,227	+28%	+$150K	0.38%	63
2024 Q4	$468K	Buy	+4,340	New	+$468K	0.28%	79