First United Bank & Trust’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 | $275K | Buy |
2,327
+710
| +44% | +$83.8K | 0.1% | 130 |
|
|
2025
Q1 | $197K | Hold |
1,617
| – | – | 0.07% | 146 |
|
|
2024
Q4 | $174K | Sell |
1,617
-31
| -2% | -$3.34K | 0.06% | 151 |
|
|
2024
Q3 | $190K | Sell |
1,648
-20
| -1% | -$2.31K | 0.07% | 151 |
|
|
2024
Q2 | $167K | Sell |
1,668
-50
| -3% | -$5.01K | 0.06% | 155 |
|
|
2024
Q1 | $166K | Hold |
1,718
| – | – | 0.06% | 160 |
|
|
2023
Q4 | $167K | Buy |
+1,718
| New | +$167K | 0.07% | 159 |
|
|
2022
Q1 | – | Sell |
-2,006
| Closed | -$210K | – | 164 |
|
|
2021
Q4 | $210K | Buy |
+2,006
| New | +$210K | 0.08% | 161 |
|
|
2021
Q3 | – | Sell |
-2,043
| Closed | -$202K | – | 164 |
|
|
2021
Q2 | $202K | Buy |
+2,043
| New | +$202K | 0.08% | 159 |
|