First American 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 | $222K | Buy |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $245K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $399K | Sell |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $281K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $395K | Sell |
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|
2016
Q3 | $3.39M | Sell |
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|
2016
Q2 | $3.73M | Sell |
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|
2016
Q1 | $3.61M | Buy |
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|
2015
Q4 | $1.73M | Sell |
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|
2015
Q3 | $3.04M | Buy |
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|
2015
Q2 | $2.97M | Sell |
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|
2015
Q1 | $3.58M | Sell |
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|
2014
Q4 | $4.99M | Sell |
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|
2014
Q3 | $4.47M | Sell |
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|
2014
Q2 | $4.51M | Buy |
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|
2014
Q1 | $2.89M | Sell |
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|
2013
Q4 | $2.89M | Sell |
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|
2013
Q3 | $3.66M | Buy |
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|
2013
Q2 | $3.62M | Buy |
|