Citizens National Bank Trust Department’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 | $306K | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $239K | Buy |
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