DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 1,720 Value ($000) $202 Avg Close $121.57 Range $113.90 - $128.91

Q3 2025

Shares 1,695 Value ($000) $210 Avg Close $119.80 Range $113.43 - $125.66

Q3 2024

Shares 1,774 Value ($000) $205 Avg Close $105.91 Range $93.97 - $113.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,720	$202	$121.57	$113.90 - $128.91
Q3 2025	1,695	$210	$119.80	$113.43 - $125.66
Q3 2024	1,774	$205	$105.91	$93.97 - $113.10