Banque Pictet & Cie’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	$3.59M	Buy	30,400 +400	+1%	+$47.2K	0.03%	171
2025 Q1	$3.66M	Hold	30,000	–	–	0.03%	167
2024 Q4	$3.23M	Hold	30,000	–	–	0.02%	182
2024 Q3	$3.46M	Hold	30,000	–	–	0.03%	162
2024 Q2	$3.01M	Hold	30,000	–	–	0.03%	162
2024 Q1	$2.9M	Hold	30,000	–	–	0.03%	176
2023 Q4	$2.91M	Sell	30,000 -2,301	-7%	-$223K	0.02%	179
2023 Q3	$2.85M	Sell	32,301 -2,266	-7%	-$200K	0.03%	182
2023 Q2	$3.1M	Sell	34,567 -9,301	-21%	-$835K	0.03%	196
2023 Q1	$4.23M	Sell	43,868 -9,956	-18%	-$960K	0.04%	187
2022 Q4	$5.54M	Buy	53,824 +8,866	+20%	+$913K	0.06%	170
2022 Q3	$4.18M	Buy	44,958 +7,754	+21%	+$721K	0.05%	197
2022 Q2	$3.99K	Buy	37,204 +138	+0.4%	+$15	0.04%	202
2022 Q1	$4.14M	Sell	37,066 -3,389	-8%	-$378K	0.03%	208
2021 Q4	$4.24M	Buy	40,455 +15,455	+62%	+$1.62M	0.03%	228
2021 Q3	$2.44M	Sell	25,000 -5,000	-17%	-$488K	0.03%	185
2021 Q2	$2.96M	Hold	30,000	–	–	0.03%	178
2021 Q1	$2.9M	Hold	30,000	–	–	0.04%	179
2020 Q4	$2.75M	Hold	30,000	–	–	0.04%	172
2020 Q3	$2.66M	Hold	30,000	–	–	0.04%	170
2020 Q2	$2.4M	Buy	30,000 +5,000	+20%	+$400K	0.04%	172
2020 Q1	$2.02M	Hold	25,000	–	–	0.04%	181
2019 Q4	$2.28M	Hold	25,000	–	–	0.04%	195
2019 Q3	$2.4M	Hold	25,000	–	–	0.05%	179
2019 Q2	$2.21M	Hold	25,000	–	–	0.04%	179
2019 Q1	$2.25M	Hold	25,000	–	–	0.04%	177
2018 Q4	$2.16M	Hold	25,000	–	–	0.04%	172
2018 Q3	$2M	Hold	25,000	–	–	0.04%	193
2018 Q2	$1.98M	Hold	25,000	–	–	0.04%	191
2018 Q1	$1.94M	Buy	25,000 +5,000	+25%	+$387K	0.04%	215
2017 Q4	$1.68M	Hold	20,000	–	–	0.03%	212
2017 Q3	$1.68M	Hold	20,000	–	–	0.04%	215
2017 Q2	$1.67M	Buy	+20,000	New	+$1.67M	0.04%	223