Sanibel Captiva 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 | $8.73M | Sell |
73,948
-45
| -0.1% | -$5.31K | 0.27% | 87 |
|
|
2025
Q1 | $9.02M | Sell |
73,993
-1,573
| -2% | -$192K | 0.29% | 85 |
|
|
2024
Q4 | $8.14M | Sell |
75,566
-2,516
| -3% | -$271K | 0.26% | 91 |
|
|
2024
Q3 | $9M | Sell |
78,082
-3,839
| -5% | -$443K | 0.29% | 84 |
|
|
2024
Q2 | $8.21M | Sell |
81,921
-2,810
| -3% | -$282K | 0.28% | 85 |
|
|
2024
Q1 | $8.19M | Sell |
84,731
-7,055
| -8% | -$682K | 0.28% | 88 |
|
|
2023
Q4 | $8.91M | Buy |
+91,786
| New | +$8.91M | 0.33% | 78 |
|