PP
Patten & Patten’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Sell |
62,895
-217
| -0.3% | -$25.6K | 0.48% | 57 |
|
|
2025
Q1 | $7.7M | Sell |
63,112
-494
| -0.8% | -$60.3K | 0.52% | 54 |
|
|
2024
Q4 | $6.85M | Sell |
63,606
-1,229
| -2% | -$132K | 0.45% | 56 |
|
|
2024
Q3 | $7.48M | Sell |
64,835
-1,122
| -2% | -$129K | 0.5% | 52 |
|
|
2024
Q2 | $6.61M | Sell |
65,957
-1,474
| -2% | -$148K | 0.46% | 53 |
|
|
2024
Q1 | $6.52M | Sell |
67,431
-3,084
| -4% | -$298K | 0.46% | 56 |
|
|
2023
Q4 | $6.84M | Sell |
70,515
-7,364
| -9% | -$715K | 0.56% | 50 |
|
|
2023
Q3 | $6.87M | Sell |
77,879
-7,144
| -8% | -$631K | 0.6% | 48 |
|
|
2023
Q2 | $7.63M | Buy |
85,023
+3,187
| +4% | +$286K | 0.63% | 49 |
|
|
2023
Q1 | $7.89M | Sell |
81,836
-470
| -0.6% | -$45.3K | 0.69% | 46 |
|
|
2022
Q4 | $8.48M | Buy |
82,306
+4,484
| +6% | +$462K | 0.77% | 43 |
|
|
2022
Q3 | $7.24M | Sell |
77,822
-935
| -1% | -$87K | 0.69% | 46 |
|
|
2022
Q2 | $8.44M | Buy |
78,757
+143
| +0.2% | +$15.3K | 0.74% | 44 |
|
|
2022
Q1 | $8.78M | Sell |
78,614
-191
| -0.2% | -$21.3K | 0.64% | 45 |
|
|
2021
Q4 | $8.27M | Buy |
78,805
+309
| +0.4% | +$32.4K | 0.57% | 52 |
|
|
2021
Q3 | $7.66M | Sell |
78,496
-131
| -0.2% | -$12.8K | 0.58% | 50 |
|
|
2021
Q2 | $7.76M | Buy |
78,627
+242
| +0.3% | +$23.9K | 0.59% | 50 |
|
|
2021
Q1 | $7.57M | Buy |
78,385
+478
| +0.6% | +$46.1K | 0.62% | 49 |
|
|
2020
Q4 | $7.13M | Buy |
77,907
+2,069
| +3% | +$189K | 0.62% | 49 |
|
|
2020
Q3 | $6.72M | Sell |
75,838
-920
| -1% | -$81.5K | 0.67% | 45 |
|
|
2020
Q2 | $6.13M | Buy |
76,758
+6,922
| +10% | +$553K | 0.67% | 43 |
|
|
2020
Q1 | $5.65M | Sell |
69,836
-4,034
| -5% | -$326K | 0.74% | 40 |
|
|
2019
Q4 | $6.74M | Buy |
73,870
+362
| +0.5% | +$33K | 0.68% | 49 |
|
|
2019
Q3 | $7.05M | Sell |
73,508
-8
| -0% | -$767 | 0.77% | 46 |
|
|
2019
Q2 | $6.49M | Buy |
73,516
+1,502
| +2% | +$133K | 0.7% | 49 |
|
|
2019
Q1 | $6.48M | Sell |
72,014
-238
| -0.3% | -$21.4K | 0.71% | 50 |
|
|
2018
Q4 | $6.24M | Buy |
72,252
+7,229
| +11% | +$624K | 0.76% | 46 |
|
|
2018
Q3 | $5.2M | Buy |
65,023
+28,159
| +76% | +$2.25M | 0.52% | 57 |
|
|
2018
Q2 | $2.92M | Sell |
36,864
-1,544
| -4% | -$122K | 0.3% | 84 |
|
|
2018
Q1 | $2.98M | Buy |
38,408
+1,119
| +3% | +$86.7K | 0.3% | 84 |
|
|
2017
Q4 | $3.14M | Sell |
37,289
-807
| -2% | -$67.9K | 0.31% | 78 |
|
|
2017
Q3 | $3.2M | Sell |
38,096
-67
| -0.2% | -$5.62K | 0.34% | 75 |
|
|
2017
Q2 | $3.19M | Sell |
38,163
-57
| -0.1% | -$4.77K | 0.35% | 70 |
|
|
2017
Q1 | $3.13M | Buy |
38,220
+5,179
| +16% | +$425K | 0.36% | 71 |
|
|
2016
Q4 | $2.57M | Buy |
33,041
+3,908
| +13% | +$303K | 0.32% | 77 |
|
|
2016
Q3 | $2.33M | Buy |
29,133
+218
| +0.8% | +$17.5K | 0.3% | 77 |
|
|
2016
Q2 | $2.48M | Sell |
28,915
-1,796
| -6% | -$154K | 0.34% | 71 |
|
|
2016
Q1 | $2.48M | Sell |
30,711
-1,165
| -4% | -$94K | 0.35% | 71 |
|
|
2015
Q4 | $2.28M | Buy |
31,876
+343
| +1% | +$24.5K | 0.31% | 76 |
|
|
2015
Q3 | $2.27M | Sell |
31,533
-423
| -1% | -$30.4K | 0.35% | 75 |
|
|
2015
Q2 | $2.26M | Sell |
31,956
-1,714
| -5% | -$121K | 0.33% | 81 |
|
|
2015
Q1 | $2.59M | Sell |
33,670
-1,964
| -6% | -$151K | 0.37% | 75 |
|
|
2014
Q4 | $2.98M | Buy |
35,634
+1,377
| +4% | +$115K | 0.45% | 72 |
|
|
2014
Q3 | $2.56M | Buy |
34,257
+848
| +3% | +$63.4K | 0.41% | 74 |
|
|
2014
Q2 | $2.48M | Sell |
33,409
-4,779
| -13% | -$355K | 0.4% | 75 |
|
|
2014
Q1 | $2.72M | Sell |
38,188
-813
| -2% | -$57.9K | 0.37% | 72 |
|
|
2013
Q4 | $2.69M | Sell |
39,001
-6,919
| -15% | -$477K | 0.38% | 70 |
|
|
2013
Q3 | $3.07M | Sell |
45,920
-20,675
| -31% | -$1.38M | 0.48% | 67 |
|
|
2013
Q2 | $4.5M | Buy |
+66,595
| New | +$4.5M | 0.74% | 48 |
|