Patten 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
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $793K | Buy |
|
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $668K | Sell |
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|
2021
Q2 | $688K | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $595K | Buy |
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|
2020
Q3 | $468K | Buy |
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|
2020
Q2 | $326K | Buy |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $371K | Buy |
|
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|
2019
Q3 | $389K | Buy |
|
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|
2019
Q2 | $317K | Buy |
|
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $279K | Sell |
|
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $310K | Buy |
|
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|
2017
Q2 | $315K | Buy |
|
|||||
|
2017
Q1 | $265K | Buy |
|
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $319K | Sell |
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|
2016
Q2 | $373K | Sell |
|
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|
2016
Q1 | $361K | Buy |
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|
2015
Q4 | $306K | Sell |
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|
2015
Q3 | $348K | Sell |
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|
2015
Q2 | $378K | Sell |
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|
2015
Q1 | $509K | Sell |
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|
2014
Q4 | $572K | Buy |
|