Indiana Trust & Investment Management’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 | $337K | Buy |
2,853
+291
| +11% | +$34.3K | 0.11% | 135 |
|
|
2025
Q1 | $312K | Buy |
2,562
+415
| +19% | +$50.6K | 0.11% | 136 |
|
|
2024
Q4 | $231K | Hold |
2,147
| – | – | 0.08% | 156 |
|
|
2024
Q3 | $248K | Hold |
2,147
| – | – | 0.08% | 150 |
|
|
2024
Q2 | $215K | Buy |
2,147
+100
| +5% | +$10K | 0.08% | 158 |
|
|
2024
Q1 | $198K | Sell |
2,047
-108
| -5% | -$10.4K | 0.08% | 154 |
|
|
2023
Q4 | $209K | Sell |
2,155
-390
| -15% | -$37.8K | 0.09% | 150 |
|
|
2023
Q3 | $225K | Buy |
2,545
+108
| +4% | +$9.53K | 0.11% | 137 |
|
|
2023
Q2 | $219K | Hold |
2,437
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $235K | Sell |
2,437
-435
| -15% | -$42K | 0.13% | 101 |
|
|
2022
Q4 | $296 | Hold |
2,872
| – | – | 0.17% | 92 |
|
|
2022
Q3 | $267K | Buy |
2,872
+173
| +6% | +$16.1K | 0.16% | 92 |
|
|
2022
Q2 | $289K | Buy |
2,699
+350
| +15% | +$37.5K | 0.16% | 91 |
|
|
2022
Q1 | $262K | Sell |
2,349
-40
| -2% | -$4.46K | 0.13% | 106 |
|
|
2021
Q4 | $251K | Sell |
2,389
-175
| -7% | -$18.4K | 0.12% | 106 |
|
|
2021
Q3 | $250K | Hold |
2,564
| – | – | 0.13% | 101 |
|
|
2021
Q2 | $235K | Hold |
2,564
| – | – | 0.13% | 103 |
|
|
2021
Q1 | $248K | Hold |
2,564
| – | – | 0.13% | 100 |
|
|
2020
Q4 | $235K | Hold |
2,564
| – | – | 0.13% | 103 |
|
|
2020
Q3 | $227K | Sell |
2,564
-35
| -1% | -$3.1K | 0.14% | 102 |
|
|
2020
Q2 | $208K | Hold |
2,599
| – | – | 0.13% | 103 |
|
|
2020
Q1 | $210K | Hold |
2,599
| – | – | 0.15% | 98 |
|
|
2019
Q4 | $237K | Sell |
2,599
-109
| -4% | -$9.94K | 0.13% | 106 |
|
|
2019
Q3 | $260K | Hold |
2,708
| – | – | 0.15% | 100 |
|
|
2019
Q2 | $239K | Buy |
2,708
+35
| +1% | +$3.09K | 0.13% | 105 |
|
|
2019
Q1 | $241K | Buy |
+2,673
| New | +$241K | 0.12% | 102 |
|
|
2014
Q1 | – | Sell |
-1,399
| Closed | -$97K | – | 152 |
|
|
2013
Q4 | $97K | Sell |
1,399
-51
| -4% | -$3.54K | 0.06% | 132 |
|
|
2013
Q3 | $97K | Buy |
+1,450
| New | +$97K | 0.06% | 133 |
|