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Mitchell Capital Management’s Duke Energy DUK Stock Holding History

Mitchell Capital Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,753
Closed -$205K – 120
2025
Q4 		$205K Hold
1,753
– – 0.04% 117
2025
Q3 		$217K Buy
+1,753
New +$213K 0.04% 121
2021
Q1 		– Sell
-13,228
Closed -$1.21M – 151
2020
Q4 		$1.21M Buy
13,228
+941
+8% +$87K 0.3% 91
2020
Q3 		$1.09M Buy
12,287
+290
+2% +$23.9K 0.32% 88
2020
Q2 		$958K Buy
11,997
+115
+1% +$9.72K 0.31% 91
2020
Q1 		$961K Buy
11,882
+89
+0.8% +$8.18K 0.37% 77
2019
Q4 		$1.08M Buy
11,793
+116
+1% +$10.6K 0.34% 83
2019
Q3 		$1.12M Sell
11,677
-3,015
-21% -$274K 0.38% 74
2019
Q2 		$1.3M Buy
14,692
+2,727
+23% +$241K 0.43% 75
2019
Q1 		$1.08M Buy
11,965
+1,886
+19% +$166K 0.38% 72
2018
Q4 		$870K Buy
10,079
+3,160
+46% +$269K 0.37% 63
2018
Q3 		$554K Buy
6,919
+849
+14% +$68.7K 0.18% 93
2018
Q2 		$480K Buy
6,070
+1,301
+27% +$100K 0.17% 85
2018
Q1 		$369K Buy
4,769
+1,817
+62% +$140K 0.13% 90
2017
Q4 		$248K Buy
+2,952
New +$258K 0.09% 84

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mitchell Capital Management's DUK Position: Q1 2026 in Review

Mitchell Capital Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1,753 shares — an estimated $205K sold.

Mitchell Capital Management first reported a position in DUK in Q4 2017 and held it in 15 quarters. The position peaked at $1.3M in Q2 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mitchell Capital Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Mitchell Capital Management sold 1,753 Duke Energy shares in Q1 2026, an estimated $205K.
  • Mitchell Capital Management first reported a position in Duke Energy in Q4 2017 and held it in 15 quarters.
  • Mitchell Capital Management's Duke Energy position peaked at $1.3M in Q2 2019.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mitchell Capital Management's 13F filing for Q1 2026, filed 11 May 2026.