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Patriot Investment Management Group’s Duke Energy DUK Stock Holding History

Patriot Investment Management Group’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 		$383K Hold
3,026
– – 0.02% 189
2026
Q1 		$396K Sell
3,026
-24
-0.8% -$3K 0.03% 181
2025
Q4 		$357K Sell
3,050
-517
-14% -$63.1K 0.02% 188
2025
Q3 		$441K Sell
3,567
-33
-0.9% -$4K 0.03% 169
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% -$9.91K 0.03% 173
2024
Q2 		$378K Sell
3,769
-48
-1% -$4.8K 0.03% 178
2024
Q1 		$369K Sell
3,817
-260
-6% -$24.7K 0.03% 187
2023
Q4 		$396K Sell
4,077
-320
-7% -$29.1K 0.03% 177
2023
Q3 		$388K Sell
4,397
-2,583
-37% -$237K 0.04% 178
2023
Q2 		$626K Sell
6,980
-98
-1% -$9.25K 0.05% 147
2023
Q1 		$683K Sell
7,078
-326
-4% -$32.2K 0.06% 135
2022
Q4 		$752K Sell
7,404
-313
-4% -$30K 0.07% 129
2022
Q3 		$717K Sell
7,717
-234
-3% -$25.1K 0.07% 124
2022
Q2 		$852K Buy
7,951
+2,253
+40% +$248K 0.08% 116
2022
Q1 		$636K Buy
5,698
+312
+6% +$32.4K 0.06% 153
2021
Q4 		$565K Sell
5,386
-85
-2% -$8.62K 0.05% 165
2021
Q3 		$533K Buy
5,471
+245
+5% +$25.4K 0.05% 165
2021
Q2 		$515K Sell
5,226
-61
-1% -$6.13K 0.05% 164
2021
Q1 		$510K Buy
5,287
+1,576
+42% +$144K 0.05% 159
2020
Q4 		$339K Sell
3,711
-2,935
-44% -$271K 0.05% 146
2020
Q3 		$588K Buy
6,646
+698
+12% +$57.5K 0.07% 136
2020
Q2 		$475K Buy
5,948
+799
+16% +$67.5K 0.06% 149
2020
Q1 		$416K Sell
5,149
-649
-11% -$59.6K 0.06% 144
2019
Q4 		$528K Sell
5,798
-108
-2% -$9.9K 0.07% 143
2019
Q3 		$568K Sell
5,906
-358
-6% -$32.6K 0.08% 132
2019
Q2 		$552K Buy
6,264
+550
+10% +$48.6K 0.08% 134
2019
Q1 		$514K Buy
+5,714
New +$504K 0.08% 137

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

Patriot Investment Management Group's DUK Position: Q2 2026 in Review

Patriot Investment Management Group held its Duke Energy (DUK) position steady in Q2 2026 at 3,026 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #189.

Patriot Investment Management Group first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. The position peaked at $852K in Q2 2022. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patriot Investment Management Group held 3,026 shares of Duke Energy worth $383K as of Q2 2026.
  • Patriot Investment Management Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #189 holding.
  • Patriot Investment Management Group first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Duke Energy position peaked at $852K in Q2 2022.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.