Murphy Middleton Hinkle & Parker’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
$2.75M Hold
22,531
1.54% 19
2025
Q1
$2.75M Sell
22,531
-6
-0% -$732 1.54% 19
2024
Q4
$2.43M Sell
22,537
-1,152
-5% -$124K 1.37% 20
2024
Q3
$2.73M Sell
23,689
-859
-3% -$99K 1.47% 20
2024
Q2
$2.46M Buy
24,548
+141
+0.6% +$14.1K 1.43% 21
2024
Q1
$2.36M Sell
24,407
-206
-0.8% -$19.9K 1.37% 22
2023
Q4
$2.39M Sell
24,613
-515
-2% -$50K 1.47% 21
2023
Q3
$2.22M Buy
25,128
+9
+0% +$794 1.43% 22
2023
Q2
$2.25M Sell
25,119
-61
-0.2% -$5.47K 1.41% 21
2023
Q1
$2.43M Sell
25,180
-101
-0.4% -$9.74K 1.51% 20
2022
Q4
$2.6M Sell
25,281
-57
-0.2% -$5.87K 1.63% 18
2022
Q3
$2.36M Sell
25,338
-947
-4% -$88.1K 1.64% 18
2022
Q2
$2.82M Buy
26,285
+212
+0.8% +$22.7K 1.83% 14
2022
Q1
$2.91M Buy
26,073
+503
+2% +$56.2K 1.56% 16
2021
Q4
$2.68M Sell
25,570
-356
-1% -$37.3K 1.43% 20
2021
Q3
$2.53M Sell
25,926
-300
-1% -$29.3K 1.46% 18
2021
Q2
$2.59M Sell
26,226
-709
-3% -$70K 1.45% 19
2021
Q1
$2.6M Sell
26,935
-81
-0.3% -$7.82K 1.51% 17
2020
Q4
$2.47M Sell
27,016
-689
-2% -$63.1K 1.65% 17
2020
Q3
$2.45M Sell
27,705
-582
-2% -$51.6K 1.79% 12
2020
Q2
$2.26M Sell
28,287
-16
-0.1% -$1.28K 1.67% 16
2020
Q1
$2.29M Sell
28,303
-365
-1% -$29.5K 2.02% 10
2019
Q4
$2.62M Buy
28,668
+13
+0% +$1.19K 1.74% 16
2019
Q3
$2.75M Buy
28,655
+12
+0% +$1.15K 1.95% 12
2019
Q2
$2.53M Sell
28,643
-76
-0.3% -$6.71K 1.8% 12
2019
Q1
$2.59M Buy
28,719
+18
+0.1% +$1.62K 1.78% 14
2018
Q4
$2.48M Sell
28,701
-142
-0.5% -$12.3K 1.89% 13
2018
Q3
$2.31M Buy
28,843
+20
+0.1% +$1.6K 1.63% 16
2018
Q2
$2.28M Sell
28,823
-179
-0.6% -$14.2K 1.7% 17
2018
Q1
$2.25M Sell
29,002
-199
-0.7% -$15.4K 1.75% 15
2017
Q4
$2.46M Buy
+29,201
New +$2.46M 1.83% 16