Mitchell Sinkler & Starr’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 | $714K | Sell |
6,051
-241
| -4% | -$28.4K | 0.34% | 71 |
|
|
2025
Q1 | $767K | Sell |
6,292
-490
| -7% | -$59.8K | 0.21% | 75 |
|
|
2024
Q4 | $731K | Sell |
6,782
-5,071
| -43% | -$546K | 0.19% | 83 |
|
|
2024
Q3 | $1.07M | Buy |
11,853
+1,222
| +11% | +$110K | 0.27% | 69 |
|
|
2024
Q2 | $1.11M | Sell |
10,631
-3,364
| -24% | -$351K | 0.28% | 67 |
|
|
2024
Q1 | $1.35M | Sell |
13,995
-5,249
| -27% | -$508K | 0.34% | 67 |
|
|
2023
Q4 | $1.87M | Buy |
19,244
+5,567
| +41% | +$540K | 0.34% | 64 |
|
|
2023
Q3 | $1.21M | Buy |
13,677
+2,916
| +27% | +$257K | 0.37% | 53 |
|
|
2023
Q2 | $966K | Hold |
10,761
| – | – | 0.27% | 66 |
|
|
2023
Q1 | $1.04M | Sell |
10,761
-1,568
| -13% | -$151K | 0.31% | 64 |
|
|
2022
Q4 | $1.27M | Buy |
12,329
+6,146
| +99% | +$633K | 0.41% | 54 |
|
|
2022
Q3 | $575K | Sell |
6,183
-75
| -1% | -$6.98K | 0.22% | 76 |
|
|
2022
Q2 | $671K | Hold |
6,258
| – | – | 0.25% | 68 |
|
|
2022
Q1 | $699K | Sell |
6,258
-67
| -1% | -$7.48K | 0.22% | 76 |
|
|
2021
Q4 | $663K | Hold |
6,325
| – | – | 0.2% | 76 |
|
|
2021
Q3 | $617K | Sell |
6,325
-408
| -6% | -$39.8K | 0.56% | 58 |
|
|
2021
Q2 | $665K | Sell |
6,733
-116
| -2% | -$11.5K | 0.6% | 57 |
|
|
2021
Q1 | $661K | Sell |
6,849
-60
| -0.9% | -$5.79K | 0.64% | 55 |
|
|
2020
Q4 | $633K | Hold |
6,909
| – | – | 0.6% | 58 |
|
|
2020
Q3 | $612K | Sell |
6,909
-116
| -2% | -$10.3K | 0.62% | 55 |
|
|
2020
Q2 | $561K | Hold |
7,025
| – | – | 0.64% | 52 |
|
|
2020
Q1 | $568K | Sell |
7,025
-119
| -2% | -$9.62K | 0.74% | 45 |
|
|
2019
Q4 | $652K | Hold |
7,144
| – | – | 0.69% | 50 |
|
|
2019
Q3 | $685K | Buy |
7,144
+200
| +3% | +$19.2K | 0.88% | 45 |
|
|
2019
Q2 | $613K | Hold |
6,944
| – | – | 0.7% | 50 |
|
|
2019
Q1 | $625K | Sell |
6,944
-1,701
| -20% | -$153K | 0.72% | 51 |
|
|
2018
Q4 | $746K | Sell |
8,645
-235
| -3% | -$20.3K | 0.92% | 44 |
|
|
2018
Q3 | $711K | Hold |
8,880
| – | – | 0.74% | 47 |
|
|
2018
Q2 | $702K | Sell |
8,880
-2,225
| -20% | -$176K | 0.77% | 50 |
|
|
2018
Q1 | $860K | Buy |
11,105
+635
| +6% | +$49.2K | 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% | -$83.6K | 1.43% | 30 |
|
|
2017
Q1 | $941K | Sell |
11,470
-2,450
| -18% | -$201K | 1.53% | 27 |
|
|
2016
Q4 | $1.08M | Sell |
13,920
-600
| -4% | -$46.6K | 1.51% | 28 |
|
|
2016
Q3 | $1.16M | Hold |
14,520
| – | – | 1.82% | 23 |
|
|
2016
Q2 | $1.25M | Sell |
14,520
-473
| -3% | -$40.6K | 1.7% | 23 |
|
|
2016
Q1 | $1.21M | Sell |
14,993
-1,108
| -7% | -$89.4K | 1.67% | 23 |
|
|
2015
Q4 | $1.15M | Sell |
16,101
-3,001
| -16% | -$214K | 1.57% | 26 |
|
|
2015
Q3 | $1.37M | Sell |
19,102
-300
| -2% | -$21.6K | 1.77% | 21 |
|
|
2015
Q2 | $1.37M | Sell |
19,402
-1,310
| -6% | -$92.5K | 1.62% | 23 |
|
|
2015
Q1 | $1.59M | Sell |
20,712
-1,056
| -5% | -$81.1K | 1.79% | 22 |
|
|
2014
Q4 | $1.82M | Sell |
21,768
-366
| -2% | -$30.6K | 2.03% | 19 |
|
|
2014
Q3 | $1.66M | Sell |
22,134
-690
| -3% | -$51.6K | 1.85% | 20 |
|
|
2014
Q2 | $1.69M | Hold |
22,824
| – | – | 1.82% | 21 |
|
|
2014
Q1 | $1.63M | Sell |
22,824
-310
| -1% | -$22.1K | 1.82% | 22 |
|
|
2013
Q4 | $1.6M | Sell |
23,134
-966
| -4% | -$66.6K | 1.79% | 21 |
|
|
2013
Q3 | $1.61M | Sell |
24,100
-67,446
| -74% | -$4.5M | 1.84% | 20 |
|
|
2013
Q2 | $6.18M | Buy |
+91,546
| New | +$6.18M | 1.36% | 21 |
|