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9258 Wealth Management, LLC
> DUK
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Duke Energy CORP | DUK | 10,143 | -155 | 910,233,000 | -83,215,000 | $89,740.02 |
| 03/31/2023 | Duke Energy CORP | DUK | 10,298 | -8 | 993,448,000 | -67,967,000 | $96,469.99 |
| 12/31/2022 | Duke Energy CORP | DUK | 10,306 | 439 | 1,061,415,000 | 1,060,497,000 | $102,990.01 |
| 09/30/2022 | Duke Energy CORP | DUK | 9,867 | 104 | 918,000 | -129,000 | $93.04 |
| 06/30/2022 | Duke Energy CORP | DUK | 9,763 | 521 | 1,047,000 | 15,000 | $107.24 |
| 03/31/2022 | Duke Energy CORP | DUK | 9,242 | 0 | 1,032,000 | 63,000 | $111.66 |
| 12/31/2021 | Duke Energy CORP | DUK | 9,242 | 849 | 969,000 | 150,000 | $104.85 |
| 09/30/2021 | Duke Energy CORP | DUK | 8,393 | -222 | 819,000 | -31,000 | $97.58 |
| 06/30/2021 | Duke Energy CORP | DUK | 8,615 | 315 | 850,000 | 49,000 | $98.67 |
| 03/31/2021 | Duke Energy CORP | DUK | 8,300 | 541 | 801,000 | 91,000 | $96.51 |
| 12/31/2020 | Duke Energy CORP | DUK | 7,759 | -177 | 710,000 | -21,000 | $91.51 |
| 09/30/2020 | Duke Energy CORP | DUK | 7,936 | -1,025 | 731,000 | 15,000 | $92.11 |
| 06/30/2020 | Duke Energy CORP | DUK | 8,961 | -326 | 716,000 | -90,000 | $79.90 |
| 03/31/2020 | Duke Energy CORP | DUK | 9,287 | -371 | 806,000 | -75,000 | $86.79 |
| 12/31/2019 | Duke Energy CORP | DUK | 9,658 | 9,658 | 881,000 | 881,000 | $91.22 |
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