Philadelphia Trust Company’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
Q2 | $5.58M | Buy |
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|
2025
Q1 | $5.72M | Sell |
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|
2024
Q4 | $7.13M | Sell |
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|
2024
Q3 | $8.78M | Sell |
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|
2024
Q2 | $7.78M | Buy |
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|
2024
Q1 | $7.41M | Buy |
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|
2023
Q4 | $7.25M | Buy |
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|
2023
Q3 | $5.9M | Sell |
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|
2023
Q2 | $6.94M | Sell |
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|
2023
Q1 | $7.49M | Buy |
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|
2022
Q4 | $7.82M | Sell |
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|
2022
Q3 | $7.17M | Buy |
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|
2022
Q2 | $8.09M | Sell |
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|
2022
Q1 | $9.68M | Buy |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q3 | $626K | Hold |
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|
2021
Q2 | $633K | Sell |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $686K | Hold |
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|
2020
Q3 | $663K | Sell |
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|
2020
Q2 | $600K | Sell |
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|
2020
Q1 | $9.46M | Sell |
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|
2019
Q4 | $10.8M | Sell |
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|
2019
Q3 | $12.4M | Sell |
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|
2019
Q2 | $13.4M | Sell |
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|
2019
Q1 | $16.6M | Buy |
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|
2018
Q4 | $12.8M | Buy |
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|
2018
Q3 | $9.67M | Buy |
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|
2018
Q2 | $8.5M | Buy |
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|
2018
Q1 | $6.42M | Sell |
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|
2017
Q4 | $7.59M | Sell |
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|
2017
Q3 | $7.74M | Sell |
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|
2017
Q2 | $7.87M | Sell |
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|
2017
Q1 | $8.78M | Sell |
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|
2016
Q4 | $9.41M | Buy |
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|
2016
Q3 | $9.56M | Sell |
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|
2016
Q2 | $11.5M | Sell |
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|
2016
Q1 | $12.2M | Sell |
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|
2015
Q4 | $10.7M | Buy |
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|
2015
Q3 | $1.24M | Buy |
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|
2015
Q2 | $17K | Sell |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $593K | Buy |
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|
2014
Q3 | $494K | Sell |
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|
2014
Q2 | $584K | Buy |
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|
2014
Q1 | $540K | Sell |
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|
2013
Q4 | $576K | Sell |
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|
2013
Q3 | $570K | Buy |
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|
2013
Q2 | $575K | Buy |
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