Farmers & Merchants Trust Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
+2,763
| New | +$326K | 0.07% | 162 |
|
|
2023
Q3 | – | Sell |
-2,368
| Closed | -$213K | – | 175 |
|
|
2023
Q2 | $213K | Hold |
2,368
| – | – | 0.06% | 169 |
|
|
2023
Q1 | $228K | Sell |
2,368
-100
| -4% | -$9.65K | 0.06% | 155 |
|
|
2022
Q4 | $254K | Hold |
2,468
| – | – | 0.07% | 138 |
|
|
2022
Q3 | $230K | Buy |
2,468
+163
| +7% | +$15.2K | 0.07% | 136 |
|
|
2022
Q2 | $247K | Hold |
2,305
| – | – | 0.08% | 130 |
|
|
2022
Q1 | $257K | Hold |
2,305
| – | – | 0.07% | 144 |
|
|
2021
Q4 | $242K | Hold |
2,305
| – | – | 0.06% | 163 |
|
|
2021
Q3 | $225K | Buy |
+2,305
| New | +$225K | 0.06% | 158 |
|
|
2021
Q2 | – | Sell |
-2,537
| Closed | -$245K | – | 180 |
|
|
2021
Q1 | $245K | Buy |
+2,537
| New | +$245K | 0.08% | 129 |
|