Caldwell Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
33,048
+1,166
|
|
||||
|
2025
Q1 | $3.89M | Sell |
31,882
-530
|
|
||||
|
2024
Q4 | $3.49M | Sell |
32,412
-785
|
|
||||
|
2024
Q3 | $3.83M | Sell |
33,197
-1,699
|
|
||||
|
2024
Q2 | $3.5M | Buy |
34,896
+1,166
|
|
||||
|
2024
Q1 | $3.26M | Buy |
33,730
+936
|
|
||||
|
2023
Q4 | $3.18M | Buy |
32,794
+3,493
|
|
||||
|
2023
Q3 | $2.59M | Buy |
29,301
+1,520
|
|
||||
|
2023
Q2 | $2.49M | Sell |
27,781
-943
|
|
||||
|
2023
Q1 | $2.77M | Sell |
28,724
-420
|
|
||||
|
2022
Q4 | $3M | Buy |
29,144
+1,151
|
|
||||
|
2022
Q3 | $2.6M | Buy |
27,993
+494
|
|
||||
|
2022
Q2 | $2.95M | Buy |
27,499
+895
|
|
||||
|
2022
Q1 | $2.97M | Buy |
26,604
+164
|
|
||||
|
2021
Q4 | $2.77M | Sell |
26,440
-27
|
|
||||
|
2021
Q3 | $2.58M | Buy |
26,467
+796
|
|
||||
|
2021
Q2 | $2.53M | Buy |
25,671
+684
|
|
||||
|
2021
Q1 | $2.41M | Buy |
24,987
+772
|
|
||||
|
2020
Q4 | $2.22M | Buy |
24,215
+252
|
|
||||
|
2020
Q3 | $2.12M | Sell |
23,963
-2,932
|
|
||||
|
2020
Q2 | $2.15M | Buy |
26,895
+879
|
|
||||
|
2020
Q1 | $2.1M | Buy |
26,016
+1,110
|
|
||||
|
2019
Q4 | $2.27M | Buy |
+24,906
|
|