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> DUK
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Duke Energy CORP | DUK | 10,046 | -38 | 901,528,000 | -137,024,000 | $89,740.00 |
| 12/31/2022 | Duke Energy CORP | DUK | 10,084 | -191 | 1,038,552,000 | 1,037,596,000 | $102,990.08 |
| 09/30/2022 | Duke Energy CORP | DUK | 10,275 | 601 | 956,000 | -81,000 | $93.04 |
| 06/30/2022 | Duke Energy CORP | DUK | 9,674 | 0 | 1,037,000 | -43,000 | $107.19 |
| 03/31/2022 | Duke Energy CORP | DUK | 9,674 | -1,399 | 1,080,000 | -81,000 | $111.64 |
| 12/31/2021 | Duke Energy CORP | DUK | 11,073 | -435 | 1,161,000 | 37,000 | $104.85 |
| 09/30/2021 | Duke Energy CORP | DUK | 11,508 | 0 | 1,124,000 | -12,000 | $97.67 |
| 06/30/2021 | Duke Energy CORP | DUK | 11,508 | -687 | 1,136,000 | -41,000 | $98.71 |
| 03/31/2021 | Duke Energy CORP | DUK | 12,195 | -1,683 | 1,177,000 | -93,000 | $96.51 |
| 12/31/2020 | Duke Energy CORP | DUK | 13,878 | 3,000 | 1,270,000 | 307,000 | $91.51 |
| 09/30/2020 | Duke Energy CORP | DUK | 10,878 | -25 | 963,000 | 92,000 | $88.53 |
| 06/30/2020 | Duke Energy CORP | DUK | 10,903 | 160 | 871,000 | 2,000 | $79.89 |
| 03/31/2020 | Duke Energy CORP | DUK | 10,743 | 0 | 869,000 | -111,000 | $80.89 |
| 12/31/2019 | Duke Energy CORP | DUK | 10,743 | 967 | 980,000 | 43,000 | $91.22 |
| 09/30/2019 | Duke Energy CORP | DUK | 9,776 | -561 | 937,000 | 25,000 | $95.85 |
| 06/30/2019 | Duke Energy CORP | DUK | 10,337 | 0 | 912,000 | -18,000 | $88.23 |
| 03/31/2019 | Duke Energy CORP | DUK | 10,337 | 3,998 | 930,000 | 383,000 | $89.97 |
| 12/31/2018 | Duke Energy CORP | DUK | 6,339 | 0 | 547,000 | 40,000 | $86.29 |
| 09/30/2018 | Duke Energy CORP | DUK | 6,339 | 0 | 507,000 | 6,000 | $79.98 |
| 06/30/2018 | Duke Energy CORP | DUK | 6,339 | 0 | 501,000 | 10,000 | $79.03 |
| 03/31/2018 | Duke Energy CORP | DUK | 6,339 | 0 | 491,000 | -42,000 | $77.46 |
| 12/31/2017 | Duke Energy CORP | DUK | 6,339 | 6,339 | 533,000 | 533,000 | $84.08 |
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