Laird Norton Wetherby Wealth Management’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
Q3 | $1.12M | Sell |
9,085
-44
| -0.5% | -$5.34K | 0.05% | 351 |
|
|
2025
Q2 | $1.08M | Buy |
+9,129
| New | +$1.08M | 0.05% | 340 |
|
|
2024
Q4 | $919K | Sell |
8,530
-537
| -6% | -$60.8K | 0.04% | 357 |
|
|
2024
Q3 | $1.05M | Sell |
9,067
-736
| -8% | -$81.9K | 0.05% | 345 |
|
|
2024
Q2 | $983K | Buy |
9,803
+19
| +0.2% | +$1.9K | 0.05% | 354 |
|
|
2024
Q1 | $946K | Buy |
9,784
+759
| +8% | +$72K | 0.05% | 373 |
|
|
2023
Q4 | $876K | Sell |
9,025
-6,508
| -42% | -$592K | 0.05% | 380 |
|
|
2023
Q3 | $1.37M | Buy |
15,533
+2,534
| +19% | +$232K | 0.08% | 268 |
|
|
2023
Q2 | $1.17M | Sell |
12,999
-4,858
| -27% | -$458K | 0.06% | 304 |
|
|
2023
Q1 | $1.72M | Sell |
17,857
-304
| -2% | -$30K | 0.1% | 219 |
|
|
2022
Q4 | $1.87M | Buy |
18,161
+3,027
| +20% | +$291K | 0.12% | 187 |
|
|
2022
Q3 | $1.41M | Buy |
15,134
+2,636
| +21% | +$283K | 0.1% | 214 |
|
|
2022
Q2 | $1.34M | Buy |
12,498
+2,468
| +25% | +$271K | 0.09% | 228 |
|
|
2022
Q1 | $1.12M | Buy |
10,030
+272
| +3% | +$28.3K | 0.06% | 284 |
|
|
2021
Q4 | $1.02M | Buy |
9,758
+227
| +2% | +$23K | 0.06% | 319 |
|
|
2021
Q3 | $930K | Sell |
9,531
-101
| -1% | -$10.5K | 0.06% | 321 |
|
|
2021
Q2 | $951K | Buy |
9,632
+1,761
| +22% | +$177K | 0.06% | 313 |
|
|
2021
Q1 | $760K | Sell |
7,871
-1,153
| -13% | -$105K | 0.06% | 325 |
|
|
2020
Q4 | $826K | Buy |
9,024
+1,765
| +24% | +$163K | 0.06% | 316 |
|
|
2020
Q3 | $643K | Sell |
7,259
-735
| -9% | -$60.6K | 0.06% | 319 |
|
|
2020
Q2 | $639K | Sell |
7,994
-1,206
| -13% | -$102K | 0.06% | 307 |
|
|
2020
Q1 | $744K | Buy |
9,200
+1,226
| +15% | +$113K | 0.08% | 234 |
|
|
2019
Q4 | $727K | Sell |
7,974
-569
| -7% | -$52.2K | 0.07% | 299 |
|
|
2019
Q3 | $819K | Buy |
8,543
+1,027
| +14% | +$93.5K | 0.09% | 248 |
|
|
2019
Q2 | $663K | Buy |
7,516
+8
| +0.1% | +$707 | 0.07% | 300 |
|
|
2019
Q1 | $676K | Sell |
7,508
-118
| -2% | -$10.4K | 0.08% | 271 |
|
|
2018
Q4 | $658K | Buy |
7,626
+192
| +3% | +$16.3K | 0.09% | 253 |
|
|
2018
Q3 | $595K | Sell |
7,434
-40
| -0.5% | -$3.23K | 0.07% | 313 |
|
|
2018
Q2 | $591K | Sell |
7,474
-74
| -1% | -$5.69K | 0.08% | 298 |
|
|
2018
Q1 | $585K | Sell |
7,548
-779
| -9% | -$60.2K | 0.08% | 298 |
|
|
2017
Q4 | $700K | Buy |
8,327
+147
| +2% | +$12.8K | 0.1% | 255 |
|
|
2017
Q3 | $686K | Buy |
8,180
+82
| +1% | +$7.02K | 0.1% | 246 |
|
|
2017
Q2 | $677K | Buy |
8,098
+553
| +7% | +$46.5K | 0.12% | 226 |
|
|
2017
Q1 | $619K | Buy |
7,545
+132
| +2% | +$10.5K | 0.11% | 236 |
|
|
2016
Q4 | $575K | Buy |
7,413
+195
| +3% | +$14.9K | 0.11% | 237 |
|
|
2016
Q3 | $578K | Buy |
7,218
+144
| +2% | +$11.9K | 0.12% | 217 |
|
|
2016
Q2 | $607K | Buy |
7,074
+337
| +5% | +$26.9K | 0.13% | 184 |
|
|
2016
Q1 | $544K | Sell |
6,737
-420
| -6% | -$31.8K | 0.13% | 195 |
|
|
2015
Q4 | $511K | Sell |
7,157
-88
| -1% | -$6.19K | 0.12% | 198 |
|
|
2015
Q3 | $521K | Buy |
7,245
+279
| +4% | +$20.2K | 0.13% | 186 |
|
|
2015
Q2 | $492K | Buy |
6,966
+971
| +16% | +$73.4K | 0.12% | 210 |
|
|
2015
Q1 | $460K | Sell |
5,995
-577
| -9% | -$46.8K | 0.11% | 218 |
|
|
2014
Q4 | $549K | Buy |
6,572
+827
| +14% | +$66.7K | 0.14% | 170 |
|
|
2014
Q3 | $430K | Buy |
5,745
+197
| +4% | +$14.4K | 0.12% | 206 |
|
|
2014
Q2 | $412K | Sell |
5,548
-319
| -5% | -$22.9K | 0.12% | 215 |
|
|
2014
Q1 | $418K | Sell |
5,867
-300
| -5% | -$20.9K | 0.12% | 213 |
|
|
2013
Q4 | $426K | Buy |
6,167
+200
| +3% | +$14K | 0.12% | 210 |
|
|
2013
Q3 | $398K | Buy |
5,967
+57
| +1% | +$3.89K | 0.12% | 206 |
|
|
2013
Q2 | $399K | Buy |
+5,910
| New | +$418K | 0.14% | 170 |
|
Other funds holding DUK
