Washington Trust Advisors’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 | $296K | Hold |
2,505
| – | – | 0.02% | 168 |
|
|
2025
Q1 | $306K | Hold |
2,505
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $270K | Hold |
2,505
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $289K | Hold |
2,505
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $251K | Sell |
2,505
-1,366
| -35% | -$137K | 0.02% | 174 |
|
|
2024
Q1 | $374K | Hold |
3,871
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $376K | Hold |
3,871
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $342K | Hold |
3,871
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $347K | Hold |
3,871
| – | – | 0.03% | 137 |
|
|
2023
Q1 | $373K | Hold |
3,871
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $399K | Hold |
3,871
| – | – | 0.04% | 127 |
|
|
2022
Q3 | $360K | Hold |
3,871
| – | – | 0.03% | 150 |
|
|
2022
Q2 | $415K | Hold |
3,871
| – | – | 0.04% | 143 |
|
|
2022
Q1 | $432K | Hold |
3,871
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $406K | Buy |
+3,871
| New | +$406K | 0.03% | 178 |
|