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WETHERBY ASSET MANAGEMENT INC
> DUK
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Duke Energy CORP | DUK | 12,999 | -4,858 | 1,166,566,000 | -556,100,000 | $89,742.75 |
| 03/31/2023 | Duke Energy CORP | DUK | 17,857 | 2,723 | 1,722,666,000 | 1,721,259,000 | $96,470.07 |
| 09/30/2022 | Duke Energy CORP | DUK | 15,134 | 2,636 | 1,407,000 | 68,000 | $92.97 |
| 06/30/2022 | Duke Energy CORP | DUK | 12,498 | 2,468 | 1,339,000 | 219,000 | $107.14 |
| 03/31/2022 | Duke Energy CORP | DUK | 10,030 | 499 | 1,120,000 | 190,000 | $111.67 |
| 09/30/2021 | Duke Energy CORP | DUK | 9,531 | -101 | 930,000 | -21,000 | $97.58 |
| 06/30/2021 | Duke Energy CORP | DUK | 9,632 | 1,761 | 951,000 | 191,000 | $98.73 |
| 03/31/2021 | Duke Energy CORP | DUK | 7,871 | -1,153 | 760,000 | -66,000 | $96.56 |
| 12/31/2020 | Duke Energy CORP | DUK | 9,024 | 1,765 | 826,000 | 183,000 | $91.53 |
| 09/30/2020 | Duke Energy CORP | DUK | 7,259 | -735 | 643,000 | 4,000 | $88.58 |
| 06/30/2020 | Duke Energy CORP | DUK | 7,994 | -1,206 | 639,000 | -105,000 | $79.93 |
| 03/31/2020 | Duke Energy CORP | DUK | 9,200 | 1,226 | 744,000 | 17,000 | $80.87 |
| 12/31/2019 | Duke Energy CORP | DUK | 7,974 | -569 | 727,000 | -92,000 | $91.17 |
| 09/30/2019 | Duke Energy CORP | DUK | 8,543 | 1,027 | 819,000 | 156,000 | $95.87 |
| 06/30/2019 | Duke Energy CORP | DUK | 7,516 | 8 | 663,000 | -13,000 | $88.21 |
| 03/31/2019 | Duke Energy CORP | DUK | 7,508 | -118 | 676,000 | 18,000 | $90.04 |
| 12/31/2018 | Duke Energy CORP | DUK | 7,626 | 192 | 658,000 | 63,000 | $86.28 |
| 09/30/2018 | Duke Energy CORP | DUK | 7,434 | -40 | 595,000 | 4,000 | $80.04 |
| 06/30/2018 | Duke Energy CORP | DUK | 7,474 | -74 | 591,000 | 6,000 | $79.07 |
| 03/31/2018 | Duke Energy CORP | DUK | 7,548 | -779 | 585,000 | -115,000 | $77.50 |
| 12/31/2017 | Duke Energy CORP | DUK | 8,327 | 147 | 700,000 | 14,000 | $84.06 |
| 09/30/2017 | Duke Energy CORP | DUK | 8,180 | 82 | 686,000 | 9,000 | $83.86 |
| 06/30/2017 | Duke Energy CORP | DUK | 8,098 | 685 | 677,000 | 102,000 | $83.60 |
| 12/31/2016 | Duke Energy CORP | DUK | 7,413 | 195 | 575,000 | -3,000 | $77.57 |
| 09/30/2016 | Duke Energy CORP | DUK | 7,218 | 144 | 578,000 | -29,000 | $80.08 |
| 06/30/2016 | Duke Energy CORP | DUK | 7,074 | 337 | 607,000 | 63,000 | $85.81 |
| 03/31/2016 | Duke Energy CORP | DUK | 6,737 | 770 | 544,000 | 146,000 | $80.75 |
| 12/31/2015 | Duke Energy CORP | DUK | 7,157 | 1,190 | 511,000 | 113,000 | $71.40 |
| 09/30/2015 | Duke Energy CORP | DUK | 7,245 | 279 | 521,000 | 29,000 | $71.91 |
| 06/30/2015 | Duke Energy CORP | DUK | 6,966 | 971 | 492,000 | 32,000 | $70.63 |
| 03/31/2015 | Duke Energy CORP | DUK | 5,995 | -577 | 460,000 | -89,000 | $76.73 |
| 12/31/2014 | Duke Energy CORP | DUK | 6,572 | 827 | 549,000 | 119,000 | $83.54 |
| 09/30/2014 | Duke Energy CORP | DUK | 5,745 | 197 | 430,000 | 18,000 | $74.85 |
| 06/30/2014 | Duke Energy CORP | DUK | 5,548 | -419 | 412,000 | 14,000 | $74.26 |
| 03/31/2014 | Duke Energy CORP | DUK | 5,867 | -100 | 418,000 | 20,000 | $71.25 |
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