Freestone Capital Holdings’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
2025
Q1
$425K Buy
2024
Q4
$253K Buy
2024
Q3
$220K Buy
2021
Q1
Sell
2020
Q4
$16K Hold
2020
Q3
$15.5K Buy
2013
Q4
Sell
2013
Q3
$517K Buy