WhitTier Trust Company’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
Q3 | $725K | Hold |
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|
2025
Q2 | $692K | Hold |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $547K | Hold |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $521K | Hold |
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|
2021
Q3 | $484K | Sell |
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|
2021
Q2 | $497K | Hold |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $407K | Hold |
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|
2020
Q3 | $393K | Hold |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $373K | Sell |
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|
2018
Q4 | $384K | Hold |
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|
2018
Q3 | $356K | Hold |
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|
2018
Q2 | $352K | Sell |
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|
2018
Q1 | $355K | Sell |
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|
2017
Q4 | $424K | Hold |
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|
2017
Q3 | $423K | Hold |
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|
2017
Q2 | $421K | Sell |
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|
2017
Q1 | $449K | Buy |
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|
2016
Q4 | $402K | Sell |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $502K | Sell |
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|
2016
Q1 | $499K | Sell |
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|
2015
Q4 | $490K | Sell |
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|
2015
Q3 | $498K | Sell |
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|
2015
Q2 | $566K | Sell |
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|
2015
Q1 | $857K | Sell |
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|
2014
Q4 | $978K | Hold |
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|
2014
Q3 | $875K | Hold |
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|
2014
Q2 | $869K | Sell |
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|
2014
Q1 | $967K | Buy |
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|
2013
Q4 | $879K | Sell |
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|
2013
Q3 | $872K | Sell |
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|
2013
Q2 | $918K | Buy |
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