Boston Trust Walden’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
Q3 | $398K | Buy |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $314K | Sell |
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|
2019
Q3 | $334K | Hold |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $314K | Hold |
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|
2018
Q4 | $301K | Hold |
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|
2018
Q3 | $279K | Sell |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $431K | Buy |
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|
2017
Q4 | $440K | Sell |
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|
2017
Q3 | $478K | Buy |
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|
2017
Q2 | $458K | Buy |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $202K | Buy |
|