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Patron Partners’s Duke Energy DUK Stock Holding History

Patron Partners’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
Q1 		$308K Buy
2,352
+560
+31% +$70K 0.14% 147
2025
Q4 		$210K Sell
1,792
-225
-11% -$27.5K 0.09% 172
2025
Q3 		$250K Hold
2,017
– – 0.11% 160
2025
Q2 		$238K Sell
2,017
-340
-14% -$40.1K 0.12% 160
2025
Q1 		$287K Hold
2,357
– – 0.16% 139
2024
Q4 		$254K Sell
2,357
-50
-2% -$5.66K 0.14% 146
2024
Q3 		$278K Buy
2,407
+226
+10% +$25.2K 0.15% 137
2024
Q2 		$219K Buy
+2,181
New +$218K 0.13% 153

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patron Partners's DUK Position: Q1 2026 in Review

Patron Partners increased its Duke Energy (DUK) stake by 31% in Q1 2026, buying an estimated $70K and bringing the position to 2,352 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #147.

Patron Partners first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Patron Partners held 2,352 shares of Duke Energy worth $308K as of Q1 2026.
  • Patron Partners bought 560 Duke Energy shares in Q1 2026, an estimated $70K.
  • Duke Energy made up 0.14% of Patron Partners's portfolio in Q1 2026, its #147 holding.
  • Patron Partners first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.