Moody National Bank Trust Division’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 | $711K | Sell |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.33M | Buy |
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|
2022
Q4 | $2.47M | Sell |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $2.89M | Sell |
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|
2021
Q3 | $7.9M | Buy |
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|
2021
Q2 | $7.97M | Sell |
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|
2021
Q1 | $7.83M | Buy |
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|
2020
Q4 | $7.38M | Hold |
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|
2020
Q3 | $7.14M | Buy |
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|
2020
Q2 | $6.43M | Sell |
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|
2020
Q1 | $6.55M | Buy |
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|
2019
Q4 | $7.3M | Buy |
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|
2019
Q3 | $7.6M | Buy |
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|
2019
Q2 | $6.96M | Hold |
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|
2019
Q1 | $7.09M | Sell |
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|
2018
Q4 | $6.87M | Sell |
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|
2018
Q3 | $6.39M | Buy |
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|
2018
Q2 | $1.14M | Hold |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.24M | Sell |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.32M | Hold |
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|
2017
Q1 | $1.3M | Hold |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $1.25M | Sell |
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|
2016
Q2 | $1.35M | Hold |
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|
2016
Q1 | $1.27M | Buy |
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|
2015
Q4 | $1M | Hold |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $992K | Hold |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.17M | Sell |
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|
2014
Q3 | $1.05M | Buy |
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|
2014
Q2 | $1.02M | Hold |
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|
2014
Q1 | $984K | Hold |
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|
2013
Q4 | $954K | Sell |
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|
2013
Q3 | $1.29M | Sell |
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|
2013
Q2 | $1.34M | Buy |
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