First Western Trust Bank’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 | $431K | Hold |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $421K | Hold |
|
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $353K | Buy |
|
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|
2023
Q4 | $349K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $302K | Buy |
|
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $352K | Buy |
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