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Mitchell Sinkler & Starr’s Duke Energy DUK Stock Holding History

Mitchell Sinkler & Starr’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
Q2 		$765K Sell
6,046
-5
-0.1% -$631 0.32% 71
2026
Q1 		$792K Hold
6,051
– – 0.37% 64
2025
Q4 		$709K Hold
6,051
– – 0.32% 69
2025
Q3 		$749K Hold
6,051
– – 0.34% 67
2025
Q2 		$714K Sell
6,051
-241
-4% -$28.4K 0.34% 71
2025
Q1 		$767K Sell
6,292
-490
-7% -$55.9K 0.21% 75
2024
Q4 		$731K Sell
6,782
-5,071
-43% -$574K 0.19% 83
2024
Q3 		$1.07M Buy
11,853
+1,222
+11% +$136K 0.27% 69
2024
Q2 		$1.11M Sell
10,631
-3,364
-24% -$336K 0.28% 67
2024
Q1 		$1.35M Sell
13,995
-5,249
-27% -$498K 0.34% 67
2023
Q4 		$1.87M Buy
19,244
+5,567
+41% +$506K 0.34% 64
2023
Q3 		$1.21M Buy
13,677
+2,916
+27% +$267K 0.37% 53
2023
Q2 		$966K Hold
10,761
– – 0.27% 66
2023
Q1 		$1.04M Sell
10,761
-1,568
-13% -$155K 0.31% 64
2022
Q4 		$1.27M Buy
12,329
+6,146
+99% +$590K 0.41% 54
2022
Q3 		$575K Sell
6,183
-75
-1% -$8.05K 0.22% 76
2022
Q2 		$671K Hold
6,258
– – 0.25% 68
2022
Q1 		$699K Sell
6,258
-67
-1% -$6.96K 0.22% 76
2021
Q4 		$663K Hold
6,325
– – 0.2% 76
2021
Q3 		$617K Sell
6,325
-408
-6% -$42.2K 0.56% 58
2021
Q2 		$665K Sell
6,733
-116
-2% -$11.7K 0.6% 57
2021
Q1 		$661K Sell
6,849
-60
-0.9% -$5.48K 0.64% 55
2020
Q4 		$633K Hold
6,909
– – 0.6% 58
2020
Q3 		$612K Sell
6,909
-116
-2% -$9.56K 0.62% 55
2020
Q2 		$561K Hold
7,025
– – 0.64% 52
2020
Q1 		$568K Sell
7,025
-119
-2% -$10.9K 0.74% 45
2019
Q4 		$652K Hold
7,144
– – 0.69% 50
2019
Q3 		$685K Buy
7,144
+200
+3% +$18.2K 0.88% 45
2019
Q2 		$613K Hold
6,944
– – 0.7% 50
2019
Q1 		$625K Sell
6,944
-1,701
-20% -$150K 0.72% 51
2018
Q4 		$746K Sell
8,645
-235
-3% -$20K 0.92% 44
2018
Q3 		$711K Hold
8,880
– – 0.74% 47
2018
Q2 		$702K Sell
8,880
-2,225
-20% -$171K 0.77% 50
2018
Q1 		$860K Buy
11,105
+635
+6% +$49.1K 0.98% 41
2017
Q4 		$881K Hold
10,470
– – 1.3% 31
2017
Q3 		$879K Hold
10,470
– – 1.38% 34
2017
Q2 		$875K Sell
10,470
-1,000
-9% -$84.1K 1.43% 30
2017
Q1 		$941K Sell
11,470
-2,450
-18% -$195K 1.53% 27
2016
Q4 		$1.08M Sell
13,920
-600
-4% -$46K 1.51% 28
2016
Q3 		$1.16M Hold
14,520
– – 1.82% 23
2016
Q2 		$1.25M Sell
14,520
-473
-3% -$37.8K 1.7% 23
2016
Q1 		$1.21M Sell
14,993
-1,108
-7% -$83.8K 1.67% 23
2015
Q4 		$1.15M Sell
16,101
-3,001
-16% -$211K 1.57% 26
2015
Q3 		$1.37M Sell
19,102
-300
-2% -$21.7K 1.77% 21
2015
Q2 		$1.37M Sell
19,402
-1,310
-6% -$99K 1.62% 23
2015
Q1 		$1.59M Sell
20,712
-1,056
-5% -$85.7K 1.79% 22
2014
Q4 		$1.82M Sell
21,768
-366
-2% -$29.5K 2.03% 19
2014
Q3 		$1.66M Sell
22,134
-690
-3% -$50.3K 1.85% 20
2014
Q2 		$1.69M Hold
22,824
– – 1.82% 21
2014
Q1 		$1.63M Sell
22,824
-310
-1% -$21.6K 1.82% 22
2013
Q4 		$1.6M Sell
23,134
-966
-4% -$67.6K 1.79% 21
2013
Q3 		$1.61M Sell
24,100
-67,446
-74% -$4.6M 1.84% 20
2013
Q2 		$6.18M Buy
+91,546
New +$6.47M 1.36% 21

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Mitchell Sinkler & Starr's DUK Position: Q2 2026 in Review

Mitchell Sinkler & Starr reduced its Duke Energy (DUK) stake by 0.08% in Q2 2026, selling an estimated $631 and leaving 6,046 shares worth $765K. The position accounts for 0.32% of the portfolio, ranked #71.

Mitchell Sinkler & Starr first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.18M in Q2 2013. 804 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mitchell Sinkler & Starr held 6,046 shares of Duke Energy worth $765K as of Q2 2026.
  • Mitchell Sinkler & Starr sold 5 Duke Energy shares in Q2 2026, an estimated $631.
  • Duke Energy made up 0.32% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #71 holding.
  • Mitchell Sinkler & Starr first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Mitchell Sinkler & Starr's Duke Energy position peaked at $6.18M in Q2 2013.
  • 804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.