Patron Partners’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 | $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% | -$5.39K | 0.14% | 146 |
|
|
2024
Q3 | $278K | Buy |
2,407
+226
| +10% | +$26.1K | 0.15% | 137 |
|
|
2024
Q2 | $219K | Buy |
+2,181
| New | +$219K | 0.13% | 153 |
|