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Patriot Financial Group Insurance Agency’s Duke Energy DUK Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.27M Sell
10,020
-9,256
-48% -$1.17M 0.13% 184
2026
Q1 		$2.52M Buy
19,276
+10,080
+110% +$1.26M 0.14% 176
2025
Q4 		$1.08M Buy
9,196
+440
+5% +$53.7K 0.13% 197
2025
Q3 		$1.08M Buy
8,756
+11
+0.1% +$1.33K 0.14% 185
2025
Q2 		$1.03M Buy
8,745
+371
+4% +$43.8K 0.12% 203
2025
Q1 		$1.02M Sell
8,374
-468
-5% -$53.3K 0.14% 186
2024
Q4 		$953K Buy
8,842
+347
+4% +$39.3K 0.13% 183
2024
Q3 		$979K Buy
8,495
+187
+2% +$20.8K 0.13% 187
2024
Q2 		$833K Buy
8,308
+175
+2% +$17.5K 0.12% 188
2024
Q1 		$787K Buy
8,133
+439
+6% +$41.6K 0.13% 183
2023
Q4 		$747K Buy
7,694
+380
+5% +$34.6K 0.14% 172
2023
Q3 		$646K Buy
7,314
+133
+2% +$12.2K 0.13% 186
2023
Q2 		$644K Buy
7,181
+469
+7% +$44.3K 0.12% 197
2023
Q1 		$647K Buy
6,712
+521
+8% +$51.5K 0.13% 177
2022
Q4 		$638K Buy
6,191
+459
+8% +$44.1K 0.09% 165
2022
Q3 		$533K Sell
5,732
-29
-0.5% -$3.12K 0.13% 187
2022
Q2 		$618K Buy
5,761
+730
+15% +$80.3K 0.13% 170
2022
Q1 		$562K Buy
5,031
+308
+7% +$32K 0.1% 217
2021
Q4 		$495K Sell
4,723
-116
-2% -$11.8K 0.08% 246
2021
Q3 		$472K Buy
4,839
+563
+13% +$58.3K 0.08% 247
2021
Q2 		$422K Buy
4,276
+655
+18% +$65.8K 0.08% 265
2021
Q1 		$349K Buy
3,621
+469
+15% +$42.8K 0.08% 257
2020
Q4 		$289K Buy
3,152
+1,014
+47% +$93.8K 0.07% 264
2020
Q3 		$189K Buy
2,138
+449
+27% +$37K 0.06% 273
2020
Q2 		$135K Buy
1,689
+463
+38% +$39.1K 0.05% 287
2020
Q1 		$99K Buy
1,226
+244
+25% +$22.4K 0.05% 321
2019
Q4 		$90K Buy
982
+110
+13% +$10.1K 0.03% 361
2019
Q3 		$84K Sell
872
-38
-4% -$3.46K 0.04% 341
2019
Q2 		$81K Buy
910
+23
+3% +$2.03K 0.03% 352
2019
Q1 		$80K Buy
887
+423
+91% +$37.3K 0.04% 314
2018
Q4 		$40K Sell
464
-47
-9% -$4K 0.03% 361
2018
Q3 		$41K Buy
511
+401
+365% +$32.4K 0.02% 340
2018
Q2 		$9K Sell
110
-552
-83% -$42.5K 0.01% 407
2018
Q1 		$51K Buy
662
+1
+0.2% +$77 0.04% 306
2017
Q4 		$53K Buy
661
+402
+155% +$35.1K 0.04% 288
2017
Q3 		$22K Sell
259
-96
-27% -$8.22K 0.02% 379
2017
Q2 		$30K Sell
355
-31
-8% -$2.61K 0.03% 317
2017
Q1 		$32K Sell
386
-151
-28% -$12K 0.03% 287
2016
Q4 		$42K Buy
+537
New +$41.1K 0.06% 244

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DUK Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Duke Energy (DUK) stake by 48% in Q2 2026, selling an estimated $1.17M and leaving 10,020 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #184.

Patriot Financial Group Insurance Agency first reported a position in DUK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.52M in Q1 2026. 1,724 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,020 shares of Duke Energy worth $1.27M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 9,256 Duke Energy shares in Q2 2026, an estimated $1.17M.
  • Duke Energy made up 0.13% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #184 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Duke Energy in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Duke Energy position peaked at $2.52M in Q1 2026.
  • 1,724 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.