Patriot Investment Management Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $441K | Sell |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $396K | Hold |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $683K | Sell |
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|
2022
Q4 | $752K | Sell |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $588K | Buy |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $528K | Sell |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $552K | Buy |
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|
2019
Q1 | $514K | Buy |
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