FRG Family Wealth Advisors’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 | $289K | Hold |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $272K | Buy |
|