Washington Trust Advisors’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 | $296K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $289K | Hold |
|
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $406K | Buy |
|