FRG Family Wealth 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 | $289K | Hold |
2,450
| – | – | 0.05% | 136 |
|
|
2025
Q1 | $299K | Sell |
2,450
-10
| -0.4% | -$1.22K | 0.06% | 130 |
|
|
2024
Q4 | $265K | Buy |
2,460
+10
| +0.4% | +$1.08K | 0.05% | 136 |
|
|
2024
Q3 | $282K | Hold |
2,450
| – | – | 0.05% | 134 |
|
|
2024
Q2 | $277K | Hold |
2,450
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $241K | Hold |
2,450
| – | – | 0.05% | 133 |
|
|
2023
Q4 | $238K | Hold |
2,450
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $216K | Sell |
2,450
-105
| -4% | -$9.27K | 0.05% | 135 |
|
|
2023
Q2 | $229K | Buy |
2,555
+105
| +4% | +$9.42K | 0.05% | 128 |
|
|
2023
Q1 | $236K | Hold |
2,450
| – | – | 0.05% | 133 |
|
|
2022
Q4 | $252K | Hold |
2,450
| – | – | 0.06% | 130 |
|
|
2022
Q3 | $228K | Hold |
2,450
| – | – | 0.06% | 130 |
|
|
2022
Q2 | $263K | Hold |
2,450
| – | – | 0.06% | 125 |
|
|
2022
Q1 | $274K | Hold |
2,450
| – | – | 0.05% | 129 |
|
|
2021
Q4 | $257K | Hold |
2,450
| – | – | 0.05% | 134 |
|
|
2021
Q3 | $239K | Hold |
2,450
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $242K | Hold |
2,450
| – | – | 0.05% | 128 |
|
|
2021
Q1 | $236K | Sell |
2,450
-625
| -20% | -$60.2K | 0.05% | 124 |
|
|
2020
Q4 | $282K | Hold |
3,075
| – | – | 0.06% | 115 |
|
|
2020
Q3 | $272K | Buy |
+3,075
| New | +$272K | 0.07% | 111 |
|