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 | $11.8K | Buy |
+100
| New | +$11.8K | ﹤0.01% | 310 |
|
|
2020
Q4 | – | Sell |
-215
| Closed | -$19K | – | 298 |
|
|
2020
Q3 | $19K | Hold |
215
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $17K | Hold |
215
| – | – | 0.02% | 214 |
|
|
2020
Q1 | $17K | Hold |
215
| – | – | 0.02% | 196 |
|
|
2019
Q4 | $20K | Hold |
215
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $21K | Hold |
215
| – | – | 0.02% | 198 |
|
|
2019
Q2 | $19K | Hold |
215
| – | – | 0.02% | 208 |
|
|
2019
Q1 | $19K | Hold |
215
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $19K | Hold |
215
| – | – | 0.01% | 214 |
|
|
2018
Q3 | $17K | Hold |
215
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $17K | Hold |
215
| – | – | 0.01% | 244 |
|
|
2018
Q1 | $17K | Hold |
215
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $18K | Hold |
215
| – | – | 0.01% | 242 |
|
|
2017
Q3 | $18K | Sell |
215
-130
| -38% | -$10.9K | 0.01% | 214 |
|
|
2017
Q2 | $29K | Hold |
345
| – | – | 0.01% | 191 |
|
|
2017
Q1 | $28K | Buy |
345
+215
| +165% | +$17.4K | 0.01% | 210 |
|
|
2016
Q4 | $10K | Hold |
130
| – | – | 0.01% | 290 |
|
|
2016
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 297 |
|
|
2016
Q2 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 277 |
|
|
2015
Q4 | – | Sell |
-176
| Closed | -$13K | – | 351 |
|
|
2015
Q3 | $13K | Buy |
+176
| New | +$13K | 0.01% | 277 |
|