Trust Company of the South’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 | $891K | Sell |
7,551
-2,639
| -26% | -$311K | 0.16% | 54 |
|
|
2025
Q1 | $1.24M | Buy |
10,190
+143
| +1% | +$17.4K | 0.26% | 44 |
|
|
2024
Q4 | $1.08M | Sell |
10,047
-93
| -0.9% | -$10K | 0.22% | 49 |
|
|
2024
Q3 | $1.17M | Hold |
10,140
| – | – | 0.25% | 42 |
|
|
2024
Q2 | $1.02M | Sell |
10,140
-424
| -4% | -$42.5K | 0.24% | 42 |
|
|
2024
Q1 | $1.02M | Sell |
10,564
-1,238
| -10% | -$120K | 0.24% | 43 |
|
|
2023
Q4 | $1.15M | Buy |
+11,802
| New | +$1.15M | 0.3% | 35 |
|