Frazier Financial 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 | $16.2K | Hold |
137
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $16.7K | Hold |
137
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $14.8K | Hold |
137
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $15.8K | Sell |
137
-82
| -37% | -$9.46K | 0.01% | 289 |
|
|
2024
Q2 | $22K | Hold |
219
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $21.2K | Buy |
219
+82
| +60% | +$7.93K | 0.02% | 255 |
|
|
2023
Q4 | $13.3K | Buy |
+137
| New | +$13.3K | 0.01% | 295 |
|