Peddock 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 | $245K | Hold |
2,075
| – | – | 0.06% | 146 |
|
|
2025
Q1 | $253K | Buy |
2,075
+16
| +0.8% | +$1.95K | 0.06% | 141 |
|
|
2024
Q4 | $222K | Buy |
2,059
+175
| +9% | +$18.9K | 0.05% | 149 |
|
|
2024
Q3 | $217K | Buy |
+1,884
| New | +$217K | 0.05% | 153 |
|
|
2021
Q1 | – | Sell |
-330
| Closed | -$30K | – | 188 |
|
|
2020
Q4 | $30K | Buy |
+330
| New | +$30K | 0.02% | 193 |
|
|
2020
Q1 | – | Sell |
-330
| Closed | -$30K | – | 136 |
|
|
2019
Q4 | $30K | Buy |
+330
| New | +$30K | 0.02% | 185 |
|
|
2019
Q2 | – | Sell |
-330
| Closed | -$30K | – | 141 |
|
|
2019
Q1 | $30K | Hold |
330
| – | – | 0.02% | 179 |
|
|
2018
Q4 | $28K | Hold |
330
| – | – | 0.02% | 185 |
|
|
2018
Q3 | $26K | Hold |
330
| – | – | 0.01% | 198 |
|
|
2018
Q2 | $26K | Hold |
330
| – | – | 0.01% | 198 |
|
|
2018
Q1 | $26K | Hold |
330
| – | – | 0.01% | 191 |
|
|
2017
Q4 | $28K | Hold |
330
| – | – | 0.01% | 191 |
|
|
2017
Q3 | $28K | Hold |
330
| – | – | 0.01% | 189 |
|
|
2017
Q2 | $28K | Buy |
+330
| New | +$28K | 0.01% | 191 |
|
|
2016
Q4 | – | Sell |
-330
| Closed | -$26K | – | 239 |
|
|
2016
Q3 | $26K | Buy |
+330
| New | +$26K | 0.02% | 180 |
|