Wellesley Investment Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-7,691	Closed	-$630K	–	120
2017 Q1	$630K	Buy	7,691 +1,685	+28%	+$138K	0.28%	67
2016 Q4	$466K	Buy	6,006 +2,014	+50%	+$156K	0.23%	69
2016 Q3	$319K	Buy	+3,992	New	+$319K	0.17%	80