Washington Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $872K | Sell |
6,662
-205
| -3% | -$25.6K | 0.03% | 157 |
|
|
2025
Q4 | $805K | Buy |
6,867
+698
| +11% | +$85.2K | 0.03% | 157 |
|
|
2025
Q3 | $763K | Sell |
6,169
-722
| -10% | -$87.6K | 0.03% | 162 |
|
|
2025
Q2 | $813K | Buy |
6,891
+266
| +4% | +$31.4K | 0.03% | 157 |
|
|
2025
Q1 | $808K | Sell |
6,625
-412
| -6% | -$47K | 0.03% | 153 |
|
|
2024
Q4 | $758K | Buy |
7,037
+218
| +3% | +$24.7K | 0.03% | 165 |
|
|
2024
Q3 | $786K | Sell |
6,819
-308
| -4% | -$34.3K | 0.03% | 165 |
|
|
2024
Q2 | $714K | Sell |
7,127
-36
| -0.5% | -$3.6K | 0.03% | 171 |
|
|
2024
Q1 | $693K | Sell |
7,163
-368
| -5% | -$34.9K | 0.03% | 175 |
|
|
2023
Q4 | $731K | Buy |
7,531
+503
| +7% | +$45.8K | 0.03% | 168 |
|
|
2023
Q3 | $620K | Sell |
7,028
-66
| -0.9% | -$6.05K | 0.03% | 156 |
|
|
2023
Q2 | $637K | Buy |
7,094
+404
| +6% | +$38.1K | 0.03% | 162 |
|
|
2023
Q1 | $645K | Sell |
6,690
-3
| -0% | -$296 | 0.03% | 163 |
|
|
2022
Q4 | $689K | Sell |
6,693
-1,348
| -17% | -$129K | 0.03% | 158 |
|
|
2022
Q3 | $748K | Buy |
8,041
+265
| +3% | +$28.5K | 0.04% | 146 |
|
|
2022
Q2 | $834K | Sell |
7,776
-451
| -5% | -$49.6K | 0.04% | 139 |
|
|
2022
Q1 | $919K | Buy |
8,227
+165
| +2% | +$17.1K | 0.04% | 142 |
|
|
2021
Q4 | $846K | Sell |
8,062
-3,870
| -32% | -$392K | 0.03% | 150 |
|
|
2021
Q3 | $1.16M | Hold |
11,932
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $1.18M | Buy |
11,932
+137
| +1% | +$13.8K | 0.03% | 174 |
|
|
2021
Q1 | $1.14M | Buy |
11,795
+226
| +2% | +$20.6K | 0.04% | 168 |
|
|
2020
Q4 | $1.06M | Sell |
11,569
-282
| -2% | -$26.1K | 0.03% | 169 |
|
|
2020
Q3 | $1.05M | Sell |
11,851
-61
| -0.5% | -$5.03K | 0.04% | 163 |
|
|
2020
Q2 | $954K | Sell |
11,912
-8,159
| -41% | -$689K | 0.04% | 160 |
|
|
2020
Q1 | $1.62M | Buy |
20,071
+809
| +4% | +$74.3K | 0.08% | 136 |
|
|
2019
Q4 | $1.76M | Buy |
19,262
+6,158
| +47% | +$565K | 0.07% | 141 |
|
|
2019
Q3 | $1.24M | Sell |
13,104
-1,553
| -11% | -$141K | 0.07% | 131 |
|
|
2019
Q2 | $1.29M | Buy |
14,657
+1,863
| +15% | +$165K | 0.07% | 129 |
|
|
2019
Q1 | $1.12M | Sell |
12,794
-687
| -5% | -$60.6K | 0.06% | 134 |
|
|
2018
Q4 | $1.16M | Sell |
13,481
-438
| -3% | -$37.3K | 0.07% | 126 |
|
|
2018
Q3 | $1.11M | Buy |
13,919
+540
| +4% | +$43.7K | 0.06% | 131 |
|
|
2018
Q2 | $1.06M | Buy |
13,379
+6,795
| +103% | +$523K | 0.06% | 129 |
|
|
2018
Q1 | $510K | Sell |
6,584
-104
| -2% | -$8.04K | 0.03% | 147 |
|
|
2017
Q4 | $562K | Sell |
6,688
-55
| -0.8% | -$4.8K | 0.03% | 147 |
|
|
2017
Q3 | $566K | Buy |
6,743
+136
| +2% | +$11.6K | 0.03% | 142 |
|
|
2017
Q2 | $552K | Sell |
6,607
-50
| -0.8% | -$4.2K | 0.03% | 144 |
|
|
2017
Q1 | $546K | Buy |
6,657
+222
| +3% | +$17.6K | 0.03% | 143 |
|
|
2016
Q4 | $499K | Sell |
6,435
-215
| -3% | -$16.5K | 0.03% | 148 |
|
|
2016
Q3 | $532K | Hold |
6,650
| – | – | 0.04% | 141 |
|
|
2016
Q2 | $571K | Sell |
6,650
-5
| -0.1% | -$400 | 0.04% | 137 |
|
|
2016
Q1 | $537K | Buy |
6,655
+375
| +6% | +$28.4K | 0.04% | 140 |
|
|
2015
Q4 | $448K | Buy |
6,280
+272
| +5% | +$19.1K | 0.03% | 148 |
|
|
2015
Q3 | $432K | Sell |
6,008
-681
| -10% | -$49.3K | 0.03% | 148 |
|
|
2015
Q2 | $473K | Sell |
6,689
-529
| -7% | -$40K | 0.03% | 150 |
|
|
2015
Q1 | $555K | Buy |
7,218
+647
| +10% | +$52.5K | 0.04% | 142 |
|
|
2014
Q4 | $549K | Buy |
6,571
+878
| +15% | +$70.8K | 0.04% | 142 |
|
|
2014
Q3 | $425K | Sell |
5,693
-9
| -0.2% | -$657 | 0.03% | 149 |
|
|
2014
Q2 | $423K | Sell |
5,702
-442
| -7% | -$31.8K | 0.03% | 146 |
|
|
2014
Q1 | $438K | Buy |
6,144
+38
| +0.6% | +$2.65K | 0.03% | 144 |
|
|
2013
Q4 | $422K | Sell |
6,106
-1,903
| -24% | -$133K | 0.03% | 151 |
|
|
2013
Q3 | $535K | Sell |
8,009
-622
| -7% | -$42.4K | 0.04% | 138 |
|
|
2013
Q2 | $582K | Buy |
+8,631
| New | +$610K | 0.05% | 130 |
|
Other funds holding DUK
VCM
VPM
