Sentinel Trust’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 | $237K | Buy |
+2,006
| New | +$237K | 0.03% | 118 |
|
|
2024
Q3 | – | Sell |
-33,814
| Closed | -$3.39M | – | 139 |
|
|
2024
Q2 | $3.39M | Hold |
33,814
| – | – | 0.42% | 38 |
|
|
2024
Q1 | $3.27M | Hold |
33,814
| – | – | 0.42% | 36 |
|
|
2023
Q4 | $3.28M | Sell |
33,814
-25
| -0.1% | -$2.43K | 0.43% | 35 |
|
|
2023
Q3 | $2.99M | Hold |
33,839
| – | – | 0.42% | 36 |
|
|
2023
Q2 | $3.04M | Hold |
33,839
| – | – | 0.41% | 37 |
|
|
2023
Q1 | $3.26M | Hold |
33,839
| – | – | 0.46% | 31 |
|
|
2022
Q4 | $3.49M | Hold |
33,839
| – | – | 0.55% | 28 |
|
|
2022
Q3 | $3.15M | Sell |
33,839
-129
| -0.4% | -$12K | 0.52% | 30 |
|
|
2022
Q2 | $3.64M | Hold |
33,968
| – | – | 0.56% | 29 |
|
|
2022
Q1 | $3.79M | Buy |
+33,968
| New | +$3.79M | 0.46% | 35 |
|