Private 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
Q3 | $1.98M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $939K | Buy |
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|
2020
Q1 | $853K | Sell |
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|
2019
Q4 | $2.27M | Sell |
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|
2019
Q3 | $2.46M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $2.2M | Sell |
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|
2018
Q4 | $2.11M | Buy |
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|
2018
Q3 | $1.87M | Buy |
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|
2018
Q2 | $1.84M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $1.96M | Sell |
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|
2017
Q2 | $2.13M | Buy |
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|
2017
Q1 | $1.98M | Sell |
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|
2016
Q4 | $1.89M | Buy |
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|
2016
Q3 | $1.91M | Buy |
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|
2016
Q2 | $1.99M | Buy |
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|
2016
Q1 | $1.69M | Buy |
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|
2015
Q4 | $1.47M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.41M | Sell |
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|
2015
Q1 | $1.59M | Sell |
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|
2014
Q4 | $1.73M | Buy |
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|
2014
Q3 | $1.48M | Sell |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.44M | Hold |
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|
2013
Q4 | $1.4M | Buy |
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|
2013
Q3 | $1.35M | Sell |
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|
2013
Q2 | $1.38M | Buy |
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