Trust Company of Toledo’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
$4.08M Sell
34,591
-362
-1% -$42.7K 0.45% 56
2025
Q1
$4.26M Buy
34,953
+7,637
+28% +$931K 0.56% 47
2024
Q4
$2.94M Sell
27,316
-84
-0.3% -$9.05K 0.39% 65
2024
Q3
$3.16M Sell
27,400
-159
-0.6% -$18.3K 0.43% 59
2024
Q2
$2.76M Sell
27,559
-1,147
-4% -$115K 0.4% 62
2024
Q1
$2.78M Sell
28,706
-1,271
-4% -$123K 0.43% 60
2023
Q4
$2.91M Buy
29,977
+1,475
+5% +$143K 0.5% 53
2023
Q3
$2.52M Buy
28,502
+2,887
+11% +$255K 0.49% 56
2023
Q2
$2.3M Buy
25,615
+687
+3% +$61.7K 0.39% 62
2023
Q1
$2.4M Sell
24,928
-2
-0% -$193 0.43% 60
2022
Q4
$2.57K Buy
24,930
+1,858
+8% +$191 0.48% 52
2022
Q3
$2.15M Sell
23,072
-469
-2% -$43.6K 0.42% 59
2022
Q2
$2.52M Buy
23,541
+198
+0.8% +$21.2K 0.44% 55
2022
Q1
$2.61M Sell
23,343
-112
-0.5% -$12.5K 0.4% 61
2021
Q4
$2.46M Buy
23,455
+342
+1% +$35.9K 0.37% 70
2021
Q3
$2.26M Buy
23,113
+121
+0.5% +$11.8K 0.37% 70
2021
Q2
$2.27M Buy
22,992
+478
+2% +$47.2K 0.38% 66
2021
Q1
$2.17M Buy
22,514
+1,061
+5% +$102K 0.39% 65
2020
Q4
$1.96M Sell
21,453
-1,383
-6% -$127K 0.38% 67
2020
Q3
$2.02M Buy
22,836
+310
+1% +$27.4K 0.45% 59
2020
Q2
$1.8M Buy
22,526
+1,598
+8% +$128K 0.43% 61
2020
Q1
$1.69M Buy
20,928
+119
+0.6% +$9.63K 0.47% 56
2019
Q4
$1.9M Buy
20,809
+1,005
+5% +$91.7K 0.44% 59
2019
Q3
$1.9M Sell
19,804
-222
-1% -$21.3K 0.46% 59
2019
Q2
$1.77M Buy
20,026
+122
+0.6% +$10.8K 0.44% 57
2019
Q1
$1.79M Buy
19,904
+72
+0.4% +$6.48K 0.46% 58
2018
Q4
$1.71M Buy
19,832
+1,275
+7% +$110K 0.48% 58
2018
Q3
$1.49M Sell
18,557
-1,763
-9% -$141K 0.38% 74
2018
Q2
$1.61M Buy
20,320
+52
+0.3% +$4.11K 0.43% 65
2018
Q1
$1.57M Sell
20,268
-1,862
-8% -$144K 0.41% 68
2017
Q4
$1.86M Sell
22,130
-525
-2% -$44.1K 0.46% 62
2017
Q3
$1.9M Buy
22,655
+372
+2% +$31.2K 0.48% 58
2017
Q2
$1.86M Buy
22,283
+599
+3% +$50.1K 0.48% 59
2017
Q1
$1.78M Buy
21,684
+404
+2% +$33.1K 0.49% 58
2016
Q4
$1.65M Buy
21,280
+268
+1% +$20.8K 0.46% 64
2016
Q3
$1.68M Sell
21,012
-183
-0.9% -$14.6K 0.48% 58
2016
Q2
$1.82M Buy
21,195
+831
+4% +$71.3K 0.52% 55
2016
Q1
$1.64M Buy
20,364
+90
+0.4% +$7.26K 0.49% 53
2015
Q4
$1.45M Buy
20,274
+787
+4% +$56.2K 0.44% 58
2015
Q3
$1.4M Sell
19,487
-642
-3% -$46.2K 0.45% 63
2015
Q2
$1.42M Buy
20,129
+105
+0.5% +$7.41K 0.41% 64
2015
Q1
$1.54M Buy
20,024
+1,123
+6% +$86.2K 0.46% 62
2014
Q4
$1.58M Buy
18,901
+1,085
+6% +$90.6K 0.48% 55
2014
Q3
$1.33M Sell
17,816
-1,648
-8% -$123K 0.44% 60
2014
Q2
$1.44M Buy
19,464
+512
+3% +$38K 0.42% 63
2014
Q1
$1.35M Buy
18,952
+4,760
+34% +$339K 0.41% 67
2013
Q4
$979K Buy
14,192
+1,252
+10% +$86.4K 0.32% 76
2013
Q3
$864K Buy
12,940
+9,367
+262% +$625K 0.31% 77
2013
Q2
$242K Buy
+3,573
New +$242K 0.09% 161