Trust Company of Vermont’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
$1.51M Buy
12,761
+375
+3% +$44.3K 0.07% 161
2025
Q1
$1.51M Sell
12,386
-1,280
-9% -$156K 0.08% 157
2024
Q4
$1.47M Sell
13,666
-386
-3% -$41.6K 0.07% 161
2024
Q3
$1.62M Sell
14,052
-1
-0% -$115 0.08% 146
2024
Q2
$1.41M Sell
14,053
-893
-6% -$89.5K 0.08% 153
2024
Q1
$1.45M Buy
14,946
+1,164
+8% +$113K 0.08% 152
2023
Q4
$1.34M Sell
13,782
-3,937
-22% -$382K 0.09% 144
2023
Q3
$1.56M Sell
17,719
-1,282
-7% -$113K 0.11% 142
2023
Q2
$1.71M Buy
19,001
+500
+3% +$44.9K 0.11% 142
2023
Q1
$1.78M Buy
18,501
+1,452
+9% +$140K 0.12% 142
2022
Q4
$1.76M Sell
17,049
-49
-0.3% -$5.05K 0.13% 141
2022
Q3
$1.59M Buy
17,098
+974
+6% +$90.6K 0.13% 141
2022
Q2
$1.73M Buy
16,124
+702
+5% +$75.3K 0.13% 135
2022
Q1
$1.72M Sell
15,422
-701
-4% -$78.3K 0.12% 141
2021
Q4
$1.69M Buy
16,123
+540
+3% +$56.6K 0.11% 143
2021
Q3
$1.52M Sell
15,583
-237
-1% -$23.1K 0.11% 146
2021
Q2
$1.56M Buy
15,820
+177
+1% +$17.5K 0.11% 145
2021
Q1
$1.51M Buy
15,643
+850
+6% +$82K 0.11% 146
2020
Q4
$1.36M Sell
14,793
-139
-0.9% -$12.7K 0.11% 147
2020
Q3
$1.32M Sell
14,932
-284
-2% -$25.1K 0.12% 136
2020
Q2
$1.22M Sell
15,216
-913
-6% -$73K 0.12% 139
2020
Q1
$1.3M Sell
16,129
-1,341
-8% -$108K 0.12% 134
2019
Q4
$1.59M Sell
17,470
-263
-1% -$24K 0.12% 142
2019
Q3
$1.7M Sell
17,733
-35
-0.2% -$3.36K 0.14% 137
2019
Q2
$1.57M Buy
17,768
+164
+0.9% +$14.5K 0.13% 137
2019
Q1
$1.58M Buy
17,604
+129
+0.7% +$11.6K 0.14% 135
2018
Q4
$1.51M Sell
17,475
-368
-2% -$31.8K 0.15% 129
2018
Q3
$1.43M Buy
17,843
+545
+3% +$43.6K 0.12% 146
2018
Q2
$1.37M Buy
17,298
+1,085
+7% +$85.8K 0.12% 148
2018
Q1
$1.26M Buy
16,213
+990
+7% +$76.7K 0.12% 152
2017
Q4
$1.28M Buy
15,223
+80
+0.5% +$6.73K 0.12% 154
2017
Q3
$1.27M Sell
15,143
-414
-3% -$34.7K 0.13% 151
2017
Q2
$1.3M Sell
15,557
-391
-2% -$32.7K 0.13% 145
2017
Q1
$1.31M Sell
15,948
-388
-2% -$31.8K 0.14% 137
2016
Q4
$1.27M Buy
16,336
+771
+5% +$59.8K 0.15% 135
2016
Q3
$1.25M Buy
15,565
+2,148
+16% +$172K 0.16% 134
2016
Q2
$1.15M Buy
13,417
+264
+2% +$22.6K 0.15% 131
2016
Q1
$1.06M Buy
13,153
+1,864
+17% +$150K 0.15% 137
2015
Q4
$806K Buy
11,289
+3,127
+38% +$223K 0.12% 150
2015
Q3
$587K Buy
8,162
+1,036
+15% +$74.5K 0.09% 161
2015
Q2
$503K Sell
7,126
-120
-2% -$8.47K 0.07% 173
2015
Q1
$556K Sell
7,246
-427
-6% -$32.8K 0.08% 165
2014
Q4
$641K Buy
7,673
+111
+1% +$9.27K 0.09% 164
2014
Q3
$565K Buy
7,562
+326
+5% +$24.4K 0.09% 165
2014
Q2
$537K Sell
7,236
-1,682
-19% -$125K 0.08% 170
2014
Q1
$636K Sell
8,918
-161
-2% -$11.5K 0.1% 154
2013
Q4
$627K Sell
9,079
-44
-0.5% -$3.04K 0.11% 152
2013
Q3
$610K Buy
9,123
+469
+5% +$31.4K 0.11% 147
2013
Q2
$584K Buy
+8,654
New +$584K 0.11% 141