TCV Trust & Wealth Management’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 | $1.06M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $950K | Hold |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $885K | Hold |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $737K | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $803K | Sell |
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|
2022
Q3 | $742K | Sell |
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|
2022
Q2 | $901K | Sell |
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|
2022
Q1 | $943K | Buy |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $798K | Hold |
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|
2020
Q2 | $720K | Buy |
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|
2020
Q1 | $702K | Sell |
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|
2019
Q4 | $827K | Sell |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $988K | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | $876K | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.21M | Buy |
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|
2017
Q3 | $1.17M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $993K | Buy |
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|
2016
Q4 | $858K | Sell |
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|
2016
Q3 | $909K | Sell |
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|
2016
Q2 | $982K | Sell |
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|
2016
Q1 | $936K | Buy |
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|
2015
Q4 | $825K | Hold |
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|
2015
Q3 | $831K | Buy |
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|
2015
Q2 | $811K | Sell |
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|
2015
Q1 | $980K | Buy |
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|
2014
Q4 | $984K | Buy |
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|
2014
Q3 | $875K | Sell |
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|
2014
Q2 | $876K | Buy |
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|
2014
Q1 | $641K | Sell |
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|
2013
Q4 | $635K | Buy |
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|
2013
Q3 | $481K | Buy |
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|
2013
Q2 | $478K | Buy |
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