Parr McKnight Wealth Management Group’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
$2.27M Buy
19,244
+164
+0.9% +$19.4K 0.31% 105
2025
Q1
$2.33M Buy
19,080
+663
+4% +$80.9K 0.33% 104
2024
Q4
$1.98M Buy
+18,417
New +$1.98M 0.28% 98