Greenleaf Trust’s Duke Energy DUK Stock Holding History

Greenleaf Trust’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.67M	Buy
2025 Q2	$2.24M	Sell
2025 Q1	$2.34M	Buy
2024 Q4	$2.02M	Sell
2024 Q3	$2.18M	Buy
2024 Q2	$1.8M	Buy
2024 Q1	$1.71M	Sell
2023 Q4	$2.01M	Sell
2023 Q3	$2.53M	Buy
2023 Q2	$2.23M	Sell
2023 Q1	$3.05M	Sell
2022 Q4	$3.41M	Sell
2022 Q3	$3.21M	Buy
2022 Q2	$3.45M	Buy
2022 Q1	$2.66M	Sell
2021 Q4	$2.57M	Buy
2021 Q3	$2.11M	Sell
2021 Q2	$2.61M	Buy
2021 Q1	$1.12M	Buy
2020 Q4	$877K	Buy
2020 Q3	$783K	Sell
2020 Q2	$819K	Buy
2020 Q1	$645K	Sell
2019 Q4	$743K	Sell
2019 Q3	$872K	Buy
2019 Q2	$684K	Sell
2019 Q1	$716K	Sell
2018 Q4	$755K	Buy
2018 Q3	$490K	Sell
2018 Q2	$516K	Buy
2018 Q1	$496K	Sell
2017 Q4	$618K	Buy
2017 Q3	$583K	Buy
2017 Q2	$403K	Sell
2017 Q1	$401K	Sell
2016 Q4	$412K	Buy
2016 Q3	$381K	Buy
2016 Q2	$316K	Sell
2016 Q1	$351K	Sell
2015 Q4	$346K	Buy
2015 Q3	$271K	Hold
2015 Q2	$266K	Hold
2015 Q1	$289K	Buy
2014 Q4	$251K	Hold
2014 Q3	$224K	Hold
2014 Q2	$223K	Sell
2014 Q1	$243K	Sell
2013 Q4	$264K	Sell
2013 Q3	$282K	Buy
2013 Q2	$268K	Buy