Patriot Investment Management Group’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 | $425K | Sell |
3,600
-80
| -2% | -$9.44K | 0.03% | 171 |
|
|
2025
Q1 | $449K | Hold |
3,680
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $396K | Hold |
3,680
| – | – | 0.03% | 176 |
|
|
2024
Q3 | $424K | Sell |
3,680
-89
| -2% | -$10.3K | 0.03% | 173 |
|
|
2024
Q2 | $378K | Sell |
3,769
-48
| -1% | -$4.81K | 0.03% | 178 |
|
|
2024
Q1 | $369K | Sell |
3,817
-260
| -6% | -$25.1K | 0.03% | 187 |
|
|
2023
Q4 | $396K | Sell |
4,077
-320
| -7% | -$31.1K | 0.03% | 177 |
|
|
2023
Q3 | $388K | Sell |
4,397
-2,583
| -37% | -$228K | 0.04% | 178 |
|
|
2023
Q2 | $626K | Sell |
6,980
-98
| -1% | -$8.79K | 0.05% | 147 |
|
|
2023
Q1 | $683K | Sell |
7,078
-326
| -4% | -$31.4K | 0.06% | 135 |
|
|
2022
Q4 | $752K | Sell |
7,404
-313
| -4% | -$31.8K | 0.07% | 129 |
|
|
2022
Q3 | $717K | Sell |
7,717
-234
| -3% | -$21.7K | 0.07% | 124 |
|
|
2022
Q2 | $852K | Buy |
7,951
+2,253
| +40% | +$241K | 0.08% | 116 |
|
|
2022
Q1 | $636K | Buy |
5,698
+312
| +6% | +$34.8K | 0.06% | 153 |
|
|
2021
Q4 | $565K | Sell |
5,386
-85
| -2% | -$8.92K | 0.05% | 165 |
|
|
2021
Q3 | $533K | Buy |
5,471
+245
| +5% | +$23.9K | 0.05% | 165 |
|
|
2021
Q2 | $515K | Sell |
5,226
-61
| -1% | -$6.01K | 0.05% | 164 |
|
|
2021
Q1 | $510K | Buy |
5,287
+1,576
| +42% | +$152K | 0.05% | 159 |
|
|
2020
Q4 | $339K | Sell |
3,711
-2,935
| -44% | -$268K | 0.05% | 146 |
|
|
2020
Q3 | $588K | Buy |
6,646
+698
| +12% | +$61.8K | 0.07% | 136 |
|
|
2020
Q2 | $475K | Buy |
5,948
+799
| +16% | +$63.8K | 0.06% | 149 |
|
|
2020
Q1 | $416K | Sell |
5,149
-649
| -11% | -$52.4K | 0.06% | 144 |
|
|
2019
Q4 | $528K | Sell |
5,798
-108
| -2% | -$9.84K | 0.07% | 143 |
|
|
2019
Q3 | $568K | Sell |
5,906
-358
| -6% | -$34.4K | 0.08% | 132 |
|
|
2019
Q2 | $552K | Buy |
6,264
+550
| +10% | +$48.5K | 0.08% | 134 |
|
|
2019
Q1 | $514K | Buy |
+5,714
| New | +$514K | 0.08% | 137 |
|