Chilton Capital Management’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 | $34K | Buy |
288
+4
| +1% | +$472 | ﹤0.01% | 366 |
|
2025
Q1 | $34.6K | Sell |
284
-47
| -14% | -$5.73K | ﹤0.01% | 356 |
|
2024
Q4 | $35.7K | Buy |
331
+257
| +347% | +$27.7K | ﹤0.01% | 364 |
|
2024
Q3 | $8.53K | Sell |
74
-47
| -39% | -$5.42K | ﹤0.01% | 491 |
|
2024
Q2 | $12.1K | Sell |
121
-120
| -50% | -$12K | ﹤0.01% | 479 |
|
2024
Q1 | $23.3K | Buy |
241
+140
| +139% | +$13.5K | ﹤0.01% | 410 |
|
2023
Q4 | $9.8K | Sell |
101
-174
| -63% | -$16.9K | ﹤0.01% | 473 |
|
2023
Q3 | $24.3K | Buy |
275
+102
| +59% | +$9K | ﹤0.01% | 377 |
|
2023
Q2 | $15.5K | Sell |
173
-116
| -40% | -$10.4K | ﹤0.01% | 424 |
|
2023
Q1 | $27.9K | Buy |
+289
| New | +$27.9K | ﹤0.01% | 384 |
|
2022
Q3 | – | Sell |
-598
| Closed | -$64K | – | 320 |
|
2022
Q2 | $64K | Buy |
+598
| New | +$64K | ﹤0.01% | 302 |
|
2022
Q1 | – | Sell |
-379
| Closed | -$40K | – | 321 |
|
2021
Q4 | $40K | Buy |
+379
| New | +$40K | ﹤0.01% | 351 |
|
2014
Q1 | – | Sell |
-66
| Closed | -$4.56K | – | 199 |
|
2013
Q4 | $4.56K | Hold |
66
| – | – | ﹤0.01% | 349 |
|
2013
Q3 | $4.41K | Sell |
66
-110
| -63% | -$7.35K | ﹤0.01% | 354 |
|
2013
Q2 | $12K | Buy |
+176
| New | +$12K | ﹤0.01% | 326 |
|