Dorsey & Whitney 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 | $754K | Buy |
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|
2025
Q1 | $731K | Buy |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $859K | Buy |
|
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|
2024
Q2 | $427K | Sell |
|
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|
2024
Q1 | $455K | Buy |
|
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|
2023
Q4 | $443K | Sell |
|
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|
2023
Q3 | $466K | Sell |
|
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $689K | Buy |
|
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|
2022
Q4 | $637K | Sell |
|
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $625K | Sell |
|
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|
2021
Q3 | $629K | Buy |
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|
2021
Q2 | $587K | Sell |
|
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|
2021
Q1 | $717K | Buy |
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|
2020
Q4 | $565K | Buy |
|
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|
2020
Q3 | $464K | Sell |
|
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|
2020
Q2 | $474K | Sell |
|
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|
2020
Q1 | $489K | Buy |
|
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|
2019
Q4 | $540K | Buy |
|
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|
2019
Q3 | $561K | Buy |
|
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|
2019
Q2 | $479K | Buy |
|
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|
2019
Q1 | $421K | Buy |
|
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|
2018
Q4 | $392K | Sell |
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|
2018
Q3 | $366K | Buy |
|
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|
2018
Q2 | $272K | Buy |
|
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|
2018
Q1 | $244K | Sell |
|
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|
2017
Q4 | $299K | Buy |
|
|||||
|
2017
Q3 | $296K | Sell |
|
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|
2017
Q2 | $444K | Buy |
|
|||||
|
2017
Q1 | $347K | Buy |
|
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|
2016
Q4 | $227K | Sell |
|
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|
2016
Q3 | $284K | Buy |
|
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|
2016
Q2 | $289K | Buy |
|
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|
2016
Q1 | $227K | Sell |
|
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|
2015
Q4 | $225K | Sell |
|
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|
2015
Q3 | $250K | Buy |
|
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|
2015
Q2 | $201K | Sell |
|
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|
2015
Q1 | $221K | Hold |
|
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $215K | Buy |
|
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|
2014
Q2 | $211K | Buy |
|
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $503K | Hold |
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|
2013
Q3 | $486K | Buy |
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|
2013
Q2 | $301K | Buy |
|