Perkins Coie Trust Company’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 | $76.6K | Sell |
649
-5
| -0.8% | -$590 | 0.01% | 165 |
|
|
2025
Q1 | $79.8K | Buy |
654
+5
| +0.8% | +$610 | 0.02% | 156 |
|
|
2024
Q4 | $69.9K | Hold |
649
| – | – | 0.02% | 161 |
|
|
2024
Q3 | $74.8K | Hold |
649
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $65K | Hold |
649
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $62.8K | Hold |
649
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $63K | Sell |
649
-27
| -4% | -$2.62K | 0.02% | 147 |
|
|
2023
Q3 | $59.7K | Buy |
676
+15
| +2% | +$1.32K | 0.02% | 151 |
|
|
2023
Q2 | $59.3K | Hold |
661
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $63.8K | Hold |
661
| – | – | 0.02% | 119 |
|
|
2022
Q4 | $68.1K | Sell |
661
-100
| -13% | -$10.3K | 0.02% | 112 |
|
|
2022
Q3 | $71K | Hold |
761
| – | – | 0.03% | 113 |
|
|
2022
Q2 | $82K | Buy |
761
+100
| +15% | +$10.8K | 0.03% | 105 |
|
|
2022
Q1 | $74K | Hold |
661
| – | – | 0.02% | 118 |
|
|
2021
Q4 | $69K | Hold |
661
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $65K | Hold |
661
| – | – | 0.02% | 136 |
|
|
2021
Q2 | $65K | Hold |
661
| – | – | 0.02% | 141 |
|
|
2021
Q1 | $64K | Sell |
661
-666
| -50% | -$64.5K | 0.02% | 136 |
|
|
2020
Q4 | $121K | Hold |
1,327
| – | – | 0.04% | 108 |
|
|
2020
Q3 | $118K | Sell |
1,327
-1,115
| -46% | -$99.1K | 0.05% | 107 |
|
|
2020
Q2 | $195K | Buy |
2,442
+1,000
| +69% | +$79.9K | 0.08% | 98 |
|
|
2020
Q1 | $117K | Buy |
1,442
+15
| +1% | +$1.22K | 0.06% | 106 |
|
|
2019
Q4 | $130K | Hold |
1,427
| – | – | 0.05% | 111 |
|
|
2019
Q3 | $137K | Hold |
1,427
| – | – | 0.06% | 106 |
|
|
2019
Q2 | $126K | Buy |
1,427
+100
| +8% | +$8.83K | 0.06% | 105 |
|
|
2019
Q1 | $119K | Hold |
1,327
| – | – | 0.06% | 107 |
|
|
2018
Q4 | $115K | Buy |
1,327
+47
| +4% | +$4.07K | 0.06% | 110 |
|
|
2018
Q3 | $102K | Hold |
1,280
| – | – | 0.05% | 128 |
|
|
2018
Q2 | $101K | Hold |
1,280
| – | – | 0.05% | 126 |
|
|
2018
Q1 | $99K | Hold |
1,280
| – | – | 0.05% | 125 |
|
|
2017
Q4 | $108K | Hold |
1,280
| – | – | 0.05% | 116 |
|
|
2017
Q3 | $107K | Hold |
1,280
| – | – | 0.06% | 119 |
|
|
2017
Q2 | $107K | Hold |
1,280
| – | – | 0.06% | 116 |
|
|
2017
Q1 | $105K | Hold |
1,280
| – | – | 0.06% | 106 |
|
|
2016
Q4 | $99K | Hold |
1,280
| – | – | 0.06% | 107 |
|
|
2016
Q3 | $102K | Hold |
1,280
| – | – | 0.06% | 98 |
|
|
2016
Q2 | $110K | Hold |
1,280
| – | – | 0.07% | 94 |
|
|
2016
Q1 | $103K | Hold |
1,280
| – | – | 0.07% | 97 |
|
|
2015
Q4 | $91K | Hold |
1,280
| – | – | 0.07% | 92 |
|
|
2015
Q3 | $92K | Hold |
1,280
| – | – | 0.07% | 91 |
|
|
2015
Q2 | $90K | Hold |
1,280
| – | – | 0.07% | 101 |
|
|
2015
Q1 | $98K | Buy |
1,280
+507
| +66% | +$38.8K | 0.08% | 89 |
|
|
2014
Q4 | $65K | Hold |
773
| – | – | 0.05% | 106 |
|
|
2014
Q3 | $58K | Hold |
773
| – | – | 0.05% | 111 |
|
|
2014
Q2 | $57K | Hold |
773
| – | – | 0.05% | 103 |
|
|
2014
Q1 | $55K | Hold |
773
| – | – | 0.05% | 103 |
|
|
2013
Q4 | $53K | Buy |
+773
| New | +$53K | 0.05% | 107 |
|