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Choate Investment Advisors’s Duke Energy DUK Stock Holding History

Choate Investment Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$509K Hold
4,314
– – 0.01% 268
2025
Q1 		$526K Sell
4,314
-674
-14% -$82.2K 0.01% 250
2024
Q4 		$537K Buy
+4,988
New +$537K 0.01% 261