Yelin Lapidot Holdings Management’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	$269K	Sell	2,280 -139	-6%	-$16.4K	0.05%	85
2025 Q1	$295K	Sell	2,419 -734	-23%	-$89.5K	0.06%	85
2024 Q4	$340K	Buy	3,153 +1,282	+69%	+$138K	0.06%	81
2024 Q3	$216K	Buy	+1,871	New	+$216K	0.04%	87