Mechanics Bank - Trust Department’s Duke Energy DUK Stock Holding History

Mechanics Bank - Trust Department’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 Q2	$1.94M	Sell
2025 Q1	$2.19M	Sell
2024 Q4	$2.15M	Sell
2024 Q3	$2.31M	Sell
2024 Q2	$2.02M	Sell
2024 Q1	$2.01M	Buy
2023 Q4	$1.93M	Sell
2023 Q3	$1.76M	Sell
2023 Q2	$1.82M	Sell
2023 Q1	$1.99M	Buy
2022 Q4	$2.12M	Sell
2022 Q3	$1.93M	Sell
2022 Q2	$2.31M	Buy
2022 Q1	$2.4M	Sell
2021 Q4	$2.28M	Sell
2021 Q3	$2.16M	Sell
2021 Q2	$2.29M	Sell
2021 Q1	$2.35M	Sell
2020 Q4	$2.29M	Buy
2020 Q3	$2.21M	Sell
2020 Q2	$2M	Sell
2020 Q1	$2.06M	Sell
2019 Q4	$2.33M	Sell
2019 Q3	$2.58M	Sell
2019 Q2	$2.51M	Sell
2019 Q1	$2.58M	Sell
2018 Q4	$2.49M	Sell
2018 Q3	$2.35M	Sell
2018 Q2	$2.35M	Sell
2018 Q1	$2.32M	Sell
2017 Q4	$2.65M	Buy
2017 Q3	$2.63M	Buy
2017 Q2	$2.58M	Buy
2017 Q1	$2.53M	Sell
2016 Q4	$2.47M	Sell
2016 Q3	$2.71M	Buy
2016 Q2	$2.85M	Buy
2016 Q1	$2.67M	Buy
2015 Q4	$1.96M	Sell
2015 Q3	$2.01M	Sell
2015 Q2	$2.11M	Buy
2015 Q1	$2.19M	Sell
2014 Q4	$2.82M	Sell
2014 Q3	$2.65M	Sell
2014 Q2	$2.69M	Sell
2014 Q1	$2.79M	Hold
2013 Q4	$2.7M	Sell
2013 Q3	$2.71M	Sell
2013 Q2	$2.85M	Buy