Childress Capital 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 | $539K | Buy |
4,566
+1,298
| +40% | +$153K | 0.14% | 116 |
|
|
2025
Q1 | $399K | Buy |
3,268
+193
| +6% | +$23.5K | 0.12% | 125 |
|
|
2024
Q4 | $331K | Sell |
3,075
-144
| -4% | -$15.5K | 0.09% | 142 |
|
|
2024
Q3 | $371K | Sell |
3,219
-422
| -12% | -$48.7K | 0.1% | 143 |
|
|
2024
Q2 | $365K | Buy |
3,641
+676
| +23% | +$67.8K | 0.1% | 132 |
|
|
2024
Q1 | $287K | Sell |
2,965
-485
| -14% | -$46.9K | 0.08% | 153 |
|
|
2023
Q4 | $335K | Sell |
3,450
-543
| -14% | -$52.7K | 0.1% | 125 |
|
|
2023
Q3 | $351K | Buy |
+3,993
| New | +$351K | 0.12% | 107 |
|
|
2023
Q1 | – | Sell |
-2,707
| Closed | -$279K | – | 112 |
|
|
2022
Q4 | $279K | Sell |
2,707
-809
| -23% | -$83.3K | 0.09% | 141 |
|
|
2022
Q3 | $326K | Buy |
3,516
+158
| +5% | +$14.7K | 0.13% | 115 |
|
|
2022
Q2 | $360K | Buy |
3,358
+1,247
| +59% | +$134K | 0.14% | 109 |
|
|
2022
Q1 | $234K | Sell |
2,111
-892
| -30% | -$98.9K | 0.08% | 165 |
|
|
2021
Q4 | $315K | Sell |
3,003
-874
| -23% | -$91.7K | 0.13% | 128 |
|
|
2021
Q3 | $373K | Buy |
3,877
+1,773
| +84% | +$171K | 0.15% | 123 |
|
|
2021
Q2 | $207K | Sell |
2,104
-635
| -23% | -$62.5K | 0.09% | 152 |
|
|
2021
Q1 | $264K | Buy |
2,739
+1,097
| +67% | +$106K | 0.12% | 130 |
|
|
2020
Q4 | $150K | Buy |
+1,642
| New | +$150K | 0.09% | 114 |
|