First National 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 | $1.82M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $1.72M | Sell |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $1.73M | Sell |
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|
2019
Q1 | $2.02M | Buy |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $1.81M | Sell |
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|
2018
Q2 | $2.09M | Sell |
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|
2018
Q1 | $2.22M | Sell |
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|
2017
Q4 | $2.56M | Sell |
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|
2017
Q3 | $2.77M | Sell |
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|
2017
Q2 | $2.92M | Buy |
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|
2017
Q1 | $2.77M | Sell |
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|
2016
Q4 | $3.43M | Sell |
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|
2016
Q3 | $3.95M | Buy |
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|
2016
Q2 | $4.02M | Sell |
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|
2016
Q1 | $3.91M | Sell |
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|
2015
Q4 | $3.61M | Buy |
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|
2015
Q3 | $3.5M | Buy |
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|
2015
Q2 | $3.3M | Buy |
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|
2015
Q1 | $3.44M | Buy |
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|
2014
Q4 | $3.55M | Buy |
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|
2014
Q3 | $2.92M | Buy |
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|
2014
Q2 | $2.57M | Buy |
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|
2014
Q1 | $2.19M | Buy |
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|
2013
Q4 | $1.89M | Sell |
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|
2013
Q3 | $1.9M | Buy |
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|
2013
Q2 | $1.82M | Buy |
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