Frank Rimerman Advisors’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 | $1.41M | Buy |
11,954
+3,586
| +43% | +$423K | 0.09% | 161 |
|
|
2025
Q1 | $1.02M | Buy |
8,368
+26
| +0.3% | +$3.17K | 0.08% | 195 |
|
|
2024
Q4 | $899K | Buy |
8,342
+618
| +8% | +$66.6K | 0.07% | 211 |
|
|
2024
Q3 | $891K | Sell |
7,724
-3,486
| -31% | -$402K | 0.06% | 234 |
|
|
2024
Q2 | $1.12M | Buy |
11,210
+11,203
| +160,043% | +$1.12M | 0.08% | 197 |
|
|
2024
Q1 | $677 | Hold |
7
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $679 | Buy |
+7
| New | +$679 | ﹤0.01% | 308 |
|