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Riverview Trust Company’s Duke Energy DUK Stock Holding History

Riverview Trust Company’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
Q1 		– Sell
-175
Closed -$18.9K – 667
2024
Q4 		$18.9K Hold
175
– – 0.02% 495
2024
Q3 		$20.2K Buy
175
+11
+7% +$1.22K 0.02% 475
2024
Q2 		$16.4K Sell
164
-150
-48% -$15K 0.02% 518
2024
Q1 		$30.4K Buy
+314
New +$29.8K 0.02% 337
2023
Q4 		– Sell
-164
Closed -$14.5K – 242
2023
Q3 		$14.5K Hold
164
– – 0.01% 562
2023
Q2 		$14.7K Hold
164
– – 0.01% 532
2023
Q1 		$15.8K Sell
164
-130
-44% -$12.8K 0.01% 442
2022
Q4 		$30K Sell
294
-849
-74% -$81.5K 0.03% 279
2022
Q3 		$106K Buy
1,143
+542
+90% +$58.2K 0.1% 130
2022
Q2 		$64K Hold
601
– – 0.06% 179
2022
Q1 		$67K Buy
601
+437
+266% +$45.4K 0.05% 179
2021
Q4 		$17 Hold
164
– – 0.01% 212
2021
Q3 		$16K Hold
164
– – 0.02% 213
2021
Q2 		$16K Hold
164
– – 0.02% 208
2021
Q1 		$16K Hold
164
– – 0.02% 203
2020
Q4 		$15K Hold
164
– – 0.02% 203
2020
Q3 		$15K Hold
164
– – 0.02% 210
2020
Q2 		$13K Hold
164
– – 0.01% 224
2020
Q1 		$13K Hold
164
– – 0.01% 226
2019
Q4 		$15K Hold
164
– – 0.01% 245
2019
Q3 		$16K Hold
164
– – 0.01% 242
2019
Q2 		$14K Sell
164
-270
-62% -$23.9K 0.01% 241
2019
Q1 		$39K Buy
+434
New +$38.3K 0.03% 171

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Riverview Trust Company's DUK Position: Q1 2025 in Review

Riverview Trust Company sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 175 shares — an estimated $18.9K sold.

Riverview Trust Company first reported a position in DUK in Q1 2019 and held it in 23 quarters. The position peaked at $106K in Q3 2022. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Riverview Trust Company reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 175 Duke Energy shares in Q1 2025, an estimated $18.9K.
  • Riverview Trust Company first reported a position in Duke Energy in Q1 2019 and held it in 23 quarters.
  • Riverview Trust Company's Duke Energy position peaked at $106K in Q3 2022.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.