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Patten Group’s Duke Energy DUK Stock Holding History

Patten 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
Q1 		$1.64M Buy
12,492
+131
+1% +$16.4K 0.28% 103
2025
Q4 		$1.45M Buy
12,361
+4
+0% +$488 0.27% 112
2025
Q3 		$1.53M Buy
12,357
+24
+0.2% +$2.91K 0.3% 103
2025
Q2 		$1.46M Buy
12,333
+154
+1% +$18.2K 0.31% 95
2025
Q1 		$1.49M Sell
12,179
-740
-6% -$84.4K 0.34% 90
2024
Q4 		$1.39M Sell
12,919
-426
-3% -$48.3K 0.31% 97
2024
Q3 		$1.54M Buy
13,345
+635
+5% +$70.7K 0.34% 84
2024
Q2 		$1.27M Buy
12,710
+218
+2% +$21.8K 0.3% 95
2024
Q1 		$1.21M Sell
12,492
-160
-1% -$15.2K 0.3% 100
2023
Q4 		$1.23M Sell
12,652
-1,735
-12% -$158K 0.33% 90
2023
Q3 		$1.27M Sell
14,387
-211
-1% -$19.3K 0.38% 77
2023
Q2 		$1.31M Sell
14,598
-36
-0.2% -$3.4K 0.19% 78
2023
Q1 		$1.41M Buy
14,634
+1,048
+8% +$104K 0.42% 71
2022
Q4 		$1.4M Buy
13,586
+5,673
+72% +$545K 0.44% 68
2022
Q3 		$705K Buy
7,913
+692
+10% +$74.3K 0.24% 119
2022
Q2 		$771K Buy
7,221
+116
+2% +$12.8K 0.25% 117
2022
Q1 		$793K Buy
7,105
+588
+9% +$61.1K 0.22% 119
2021
Q4 		$684K Sell
6,517
-329
-5% -$33.4K 0.18% 133
2021
Q3 		$668K Sell
6,846
-125
-2% -$12.9K 0.2% 130
2021
Q2 		$688K Buy
6,971
+17
+0.2% +$1.71K 0.2% 128
2021
Q1 		$671K Buy
6,954
+453
+7% +$41.3K 0.21% 123
2020
Q4 		$595K Buy
6,501
+1,221
+23% +$113K 0.16% 127
2020
Q3 		$468K Buy
5,280
+1,199
+29% +$98.8K 0.18% 131
2020
Q2 		$326K Buy
4,081
+3
+0.1% +$253 0.14% 152
2020
Q1 		$330K Buy
4,078
+13
+0.3% +$1.19K 0.17% 130
2019
Q4 		$371K Buy
4,065
+3
+0.1% +$275 0.14% 154
2019
Q3 		$389K Buy
4,062
+471
+13% +$42.9K 0.16% 143
2019
Q2 		$317K Buy
3,591
+93
+3% +$8.22K 0.13% 157
2019
Q1 		$315K Buy
3,498
+393
+13% +$34.7K 0.14% 148
2018
Q4 		$268K Sell
3,105
-418
-12% -$35.6K 0.13% 143
2018
Q3 		$282K Buy
3,523
+290
+9% +$23.5K 0.11% 168
2018
Q2 		$256K Sell
3,233
-367
-10% -$28.2K 0.1% 170
2018
Q1 		$279K Sell
3,600
-9
-0.2% -$696 0.11% 167
2017
Q4 		$304K Sell
3,609
-79
-2% -$6.9K 0.12% 166
2017
Q3 		$310K Buy
3,688
+50
+1% +$4.28K 0.13% 157
2017
Q2 		$315K Buy
3,638
+418
+13% +$35.1K 0.13% 155
2017
Q1 		$265K Buy
3,220
+2
+0.1% +$159 0.12% 160
2016
Q4 		$248K Sell
3,218
-898
-22% -$68.8K 0.11% 162
2016
Q3 		$319K Sell
4,116
-234
-5% -$19.4K 0.15% 135
2016
Q2 		$373K Sell
4,350
-129
-3% -$10.3K 0.17% 125
2016
Q1 		$361K Buy
4,479
+192
+4% +$14.5K 0.17% 125
2015
Q4 		$306K Sell
4,287
-555
-11% -$39K 0.15% 140
2015
Q3 		$348K Sell
4,842
-512
-10% -$37.1K 0.18% 116
2015
Q2 		$378K Sell
5,354
-1,269
-19% -$95.9K 0.18% 122
2015
Q1 		$509K Sell
6,623
-221
-3% -$17.9K 0.26% 100
2014
Q4 		$572K Buy
+6,844
New +$552K 0.28% 99

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

Patten Group's DUK Position: Q1 2026 in Review

Patten Group increased its Duke Energy (DUK) stake by 1.1% in Q1 2026, buying an estimated $16.4K and bringing the position to 12,492 shares worth $1.64M. The position accounts for 0.28% of the portfolio, ranked #103.

Patten Group first reported a position in DUK in Q4 2014 and has held it in 46 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Patten Group held 12,492 shares of Duke Energy worth $1.64M as of Q1 2026.
  • Patten Group bought 131 Duke Energy shares in Q1 2026, an estimated $16.4K.
  • Duke Energy made up 0.28% of Patten Group's portfolio in Q1 2026, its #103 holding.
  • Patten Group first reported a position in Duke Energy in Q4 2014 and has held it in 46 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.