EWM
Evercore Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
24,810
-26
| -0.1% | -$3.07K | 0.05% | 129 |
|
|
2025
Q1 | $3.03M | Sell |
24,836
-147
| -0.6% | -$17.9K | 0.05% | 129 |
|
|
2024
Q4 | $2.69M | Sell |
24,983
-584
| -2% | -$62.9K | 0.04% | 135 |
|
|
2024
Q3 | $2.95M | Sell |
25,567
-1,450
| -5% | -$167K | 0.04% | 131 |
|
|
2024
Q2 | $2.71M | Sell |
27,017
-1,443
| -5% | -$145K | 0.04% | 134 |
|
|
2024
Q1 | $2.75M | Sell |
28,460
-3,154
| -10% | -$305K | 0.04% | 139 |
|
|
2023
Q4 | $3.07M | Sell |
31,614
-2,300
| -7% | -$223K | 0.05% | 128 |
|
|
2023
Q3 | $2.99M | Buy |
33,914
+554
| +2% | +$48.9K | 0.06% | 122 |
|
|
2023
Q2 | $2.99M | Buy |
33,360
+1,243
| +4% | +$112K | 0.05% | 125 |
|
|
2023
Q1 | $3.1M | Buy |
32,117
+4,429
| +16% | +$427K | 0.06% | 119 |
|
|
2022
Q4 | $2.85M | Sell |
27,688
-956
| -3% | -$98.5K | 0.06% | 122 |
|
|
2022
Q3 | $2.66M | Sell |
28,644
-700
| -2% | -$65.1K | 0.06% | 125 |
|
|
2022
Q2 | $3.15M | Buy |
29,344
+8
| +0% | +$858 | 0.07% | 120 |
|
|
2022
Q1 | $3.28M | Sell |
29,336
-345
| -1% | -$38.5K | 0.06% | 125 |
|
|
2021
Q4 | $3.11M | Sell |
29,681
-505
| -2% | -$53K | 0.05% | 133 |
|
|
2021
Q3 | $2.95M | Buy |
30,186
+472
| +2% | +$46K | 0.05% | 142 |
|
|
2021
Q2 | $2.93M | Sell |
29,714
-2,634
| -8% | -$260K | 0.05% | 144 |
|
|
2021
Q1 | $3.12M | Sell |
32,348
-2,226
| -6% | -$215K | 0.06% | 134 |
|
|
2020
Q4 | $3.17M | Buy |
34,574
+2,941
| +9% | +$269K | 0.07% | 122 |
|
|
2020
Q3 | $2.8M | Sell |
31,633
-953
| -3% | -$84.4K | 0.07% | 119 |
|
|
2020
Q2 | $2.6M | Buy |
32,586
+11
| +0% | +$879 | 0.07% | 125 |
|
|
2020
Q1 | $2.63M | Sell |
32,575
-865
| -3% | -$69.9K | 0.09% | 109 |
|
|
2019
Q4 | $3.05M | Sell |
33,440
-2,968
| -8% | -$271K | 0.08% | 122 |
|
|
2019
Q3 | $3.49M | Buy |
36,408
+2,185
| +6% | +$210K | 0.1% | 112 |
|
|
2019
Q2 | $3.02M | Buy |
34,223
+7,483
| +28% | +$660K | 0.09% | 122 |
|
|
2019
Q1 | $2.41M | Buy |
26,740
+2,950
| +12% | +$266K | 0.08% | 133 |
|
|
2018
Q4 | $2.05M | Sell |
23,790
-1,483
| -6% | -$128K | 0.08% | 131 |
|
|
2018
Q3 | $2.02M | Sell |
25,273
-1,731
| -6% | -$138K | 0.06% | 143 |
|
|
2018
Q2 | $2.14M | Buy |
27,004
+3,250
| +14% | +$257K | 0.07% | 136 |
|
|
2018
Q1 | $1.84M | Sell |
23,754
-608
| -2% | -$47.1K | 0.07% | 137 |
|
|
2017
Q4 | $2.05M | Buy |
24,362
+384
| +2% | +$32.3K | 0.08% | 135 |
|
|
2017
Q3 | $2.01M | Buy |
23,978
+45
| +0.2% | +$3.78K | 0.08% | 135 |
|
|
2017
Q2 | $2M | Sell |
23,933
-14,536
| -38% | -$1.22M | 0.08% | 134 |
|
|
2017
Q1 | $3.16M | Sell |
38,469
-5,908
| -13% | -$485K | 0.12% | 106 |
|
|
2016
Q4 | $3.45M | Sell |
44,377
-662
| -1% | -$51.4K | 0.14% | 102 |
|
|
2016
Q3 | $3.61M | Buy |
45,039
+27,170
| +152% | +$2.17M | 0.15% | 103 |
|
|
2016
Q2 | $1.53M | Buy |
17,869
+1,239
| +7% | +$106K | 0.07% | 145 |
|
|
2016
Q1 | $1.34M | Buy |
16,630
+2,898
| +21% | +$234K | 0.06% | 149 |
|
|
2015
Q4 | $981K | Buy |
13,732
+150
| +1% | +$10.7K | 0.05% | 183 |
|
|
2015
Q3 | $976K | Sell |
13,582
-1,301
| -9% | -$93.5K | 0.05% | 183 |
|
|
2015
Q2 | $1.05M | Sell |
14,883
-589
| -4% | -$41.6K | 0.05% | 195 |
|
|
2015
Q1 | $1.19M | Buy |
15,472
+313
| +2% | +$24.1K | 0.05% | 177 |
|
|
2014
Q4 | $1.27M | Sell |
15,159
-1,653
| -10% | -$138K | 0.06% | 153 |
|
|
2014
Q3 | $1.26M | Sell |
16,812
-216
| -1% | -$16.1K | 0.06% | 168 |
|
|
2014
Q2 | $1.26M | Buy |
17,028
+950
| +6% | +$70.5K | 0.07% | 166 |
|
|
2014
Q1 | $1.14M | Buy |
16,078
+6,276
| +64% | +$447K | 0.06% | 171 |
|
|
2013
Q4 | $677K | Sell |
9,802
-525
| -5% | -$36.3K | 0.04% | 228 |
|
|
2013
Q3 | $689K | Sell |
10,327
-257
| -2% | -$17.1K | 0.04% | 240 |
|
|
2013
Q2 | $715K | Buy |
+10,584
| New | +$715K | 0.04% | 240 |
|