Patten & Patten’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 | $7.42M | Sell |
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|
2025
Q1 | $7.7M | Sell |
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|
2024
Q4 | $6.85M | Sell |
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|
2024
Q3 | $7.48M | Sell |
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|
2024
Q2 | $6.61M | Sell |
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|
2024
Q1 | $6.52M | Sell |
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|
2023
Q4 | $6.84M | Sell |
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|
2023
Q3 | $6.87M | Sell |
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|
2023
Q2 | $7.63M | Buy |
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|
2023
Q1 | $7.89M | Sell |
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|
2022
Q4 | $8.48M | Buy |
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|
2022
Q3 | $7.24M | Sell |
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|
2022
Q2 | $8.44M | Buy |
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|
2022
Q1 | $8.78M | Sell |
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|
2021
Q4 | $8.27M | Buy |
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|
2021
Q3 | $7.66M | Sell |
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|
2021
Q2 | $7.76M | Buy |
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|
2021
Q1 | $7.57M | Buy |
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|
2020
Q4 | $7.13M | Buy |
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|
2020
Q3 | $6.72M | Sell |
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|
2020
Q2 | $6.13M | Buy |
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|
2020
Q1 | $5.65M | Sell |
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|
2019
Q4 | $6.74M | Buy |
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|
2019
Q3 | $7.05M | Sell |
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|
2019
Q2 | $6.49M | Buy |
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|
2019
Q1 | $6.48M | Sell |
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|
2018
Q4 | $6.24M | Buy |
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|
2018
Q3 | $5.2M | Buy |
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|
2018
Q2 | $2.92M | Sell |
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|
2018
Q1 | $2.98M | Buy |
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|
2017
Q4 | $3.14M | Sell |
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|
2017
Q3 | $3.2M | Sell |
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|
2017
Q2 | $3.19M | Sell |
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|
2017
Q1 | $3.13M | Buy |
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|
2016
Q4 | $2.56M | Buy |
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|
2016
Q3 | $2.33M | Buy |
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|
2016
Q2 | $2.48M | Sell |
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|
2016
Q1 | $2.48M | Sell |
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|
2015
Q4 | $2.28M | Buy |
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|
2015
Q3 | $2.27M | Sell |
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|
2015
Q2 | $2.26M | Sell |
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|
2015
Q1 | $2.58M | Sell |
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|
2014
Q4 | $2.98M | Buy |
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|
2014
Q3 | $2.56M | Buy |
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|
2014
Q2 | $2.48M | Sell |
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|
2014
Q1 | $2.72M | Sell |
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|
2013
Q4 | $2.69M | Sell |
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|
2013
Q3 | $3.07M | Sell |
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|
2013
Q2 | $4.5M | Buy |
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