Burke & Herbert Bank & Trust’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  | $1.71M | Buy | 
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| 
        
          
      
        2025
         Q1  | $1.57M | Hold | 
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| 
        
          
      
        2024
         Q4  | $1.39M | Sell | 
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| 
        
          
      
        2024
         Q3  | $1.51M | Sell | 
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| 
        
          
      
        2024
         Q2  | $1.35M | Buy | 
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| 
        
          
      
        2024
         Q1  | $437K | Sell | 
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| 
        
          
      
        2023
         Q4  | $487K | Hold | 
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| 
        
          
      
        2023
         Q3  | $443K | Sell | 
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| 
        
          
      
        2023
         Q2  | $496K | Sell | 
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| 
        
          
      
        2023
         Q1  | $998K | Sell | 
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| 
        
          
      
        2022
         Q4  | $1.11M | Hold | 
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| 
        
          
      
        2022
         Q3  | $999K | Sell | 
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| 
        
          
      
        2022
         Q2  | $1.16M | Sell | 
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| 
        
          
      
        2022
         Q1  | $1.25M | Buy | 
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| 
        
          
      
        2021
         Q4  | $965K | Buy | 
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| 
        
          
      
        2021
         Q3  | $615K | Buy | 
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| 
        
          
      
        2021
         Q2  | $572K | Buy | 
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| 
        
          
      
        2021
         Q1  | $556K | Buy | 
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| 
        
          
      
        2020
         Q4  | $505K | Buy | 
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| 
        
          
      
        2020
         Q3  | $484K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $360K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $386K | Hold | 
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| 
        
          
      
        2019
         Q4  | $434K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $457K | Hold | 
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    |||||
| 
        
          
      
        2019
         Q2  | $421K | Buy | 
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| 
        
          
      
        2019
         Q1  | $426K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $407K | Hold | 
         | 
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| 
        
          
      
        2018
         Q3  | $378K | Sell | 
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| 
        
          
      
        2018
         Q2  | $381K | Buy | 
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| 
        
          
      
        2018
         Q1  | $351K | Buy | 
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    |||||
| 
        
          
      
        2017
         Q4  | $374K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $352K | Sell | 
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| 
        
          
      
        2017
         Q2  | $357K | Buy | 
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| 
        
          
      
        2017
         Q1  | $341K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $309K | Sell | 
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| 
        
          
      
        2016
         Q3  | $322K | Buy | 
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| 
        
          
      
        2016
         Q2  | $340K | Buy | 
         | 
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| 
        
          
      
        2016
         Q1  | $294K | Buy | 
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| 
        
          
      
        2015
         Q4  | $220K | Hold | 
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| 
        
          
      
        2015
         Q3  | $221K | Buy | 
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| 
        
          
      
        2015
         Q2  | $203K | Buy | 
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| 
        
          
      
        2015
         Q1  | $213K | Sell | 
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| 
        
          
      
        2014
         Q4  | $235K | Buy | 
         |