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Patton Albertson Miller Group’s Duke Energy DUK Stock Holding History

Patton Albertson Miller 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
Q2 		$502K Sell
3,968
-639
-14% -$80.6K 0.05% 155
2026
Q1 		$603K Sell
4,607
-201
-4% -$25.1K 0.07% 145
2025
Q4 		$564K Buy
4,808
+303
+7% +$37K 0.07% 148
2025
Q3 		$557K Sell
4,505
-315
-7% -$38.2K 0.07% 147
2025
Q2 		$569K Buy
4,820
+825
+21% +$97.3K 0.07% 144
2025
Q1 		$487K Sell
3,995
-606
-13% -$69.1K 0.07% 151
2024
Q4 		$496K Sell
4,601
-93
-2% -$10.5K 0.07% 150
2024
Q3 		$541K Sell
4,694
-220
-4% -$24.5K 0.07% 149
2024
Q2 		$493K Sell
4,914
-130
-3% -$13K 0.07% 144
2024
Q1 		$488K Sell
5,044
-1,295
-20% -$123K 0.07% 143
2023
Q4 		$615K Sell
6,339
-420
-6% -$38.2K 0.1% 137
2023
Q3 		$597K Sell
6,759
-828
-11% -$75.9K 0.12% 138
2023
Q2 		$681K Sell
7,587
-2,153
-22% -$203K 0.13% 126
2023
Q1 		$940K Sell
9,740
-851
-8% -$84.1K 0.17% 116
2022
Q4 		$1.09M Sell
10,591
-601
-5% -$57.7K 0.2% 108
2022
Q3 		$1.04M Sell
11,192
-918
-8% -$98.6K 0.22% 114
2022
Q2 		$1.3M Sell
12,110
-768
-6% -$84.5K 0.27% 107
2022
Q1 		$1.44M Sell
12,878
-1,488
-10% -$155K 0.25% 111
2021
Q4 		$1.51M Sell
14,366
-351
-2% -$35.6K 0.24% 110
2021
Q3 		$1.44M Buy
14,717
+575
+4% +$59.5K 0.27% 104
2021
Q2 		$1.4M Sell
14,142
-1,601
-10% -$161K 0.32% 89
2021
Q1 		$1.52M Sell
15,743
-117
-0.7% -$10.7K 0.37% 85
2020
Q4 		$1.4M Sell
15,860
-494
-3% -$45.7K 0.33% 85
2020
Q3 		$1.45M Buy
16,354
+617
+4% +$50.9K 0.41% 74
2020
Q2 		$1.26M Sell
15,737
-25
-0.2% -$2.11K 0.37% 86
2020
Q1 		$1.27M Sell
15,762
-817
-5% -$75K 0.43% 71
2019
Q4 		$1.51M Buy
16,579
+187
+1% +$17.1K 0.4% 88
2019
Q3 		$1.57M Sell
16,392
-414
-2% -$37.7K 0.45% 77
2019
Q2 		$1.51M Buy
+16,806
New +$1.49M 0.44% 83
2018
Q4 		– Sell
-166
Closed -$14K – 163
2018
Q3 		$14K Buy
+166
New +$13.4K 0.01% 230

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Patton Albertson Miller Group's DUK Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $80.6K and leaving 3,968 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #155.

Patton Albertson Miller Group first reported a position in DUK in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.57M in Q3 2019. 832 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patton Albertson Miller Group held 3,968 shares of Duke Energy worth $502K as of Q2 2026.
  • Patton Albertson Miller Group sold 639 Duke Energy shares in Q2 2026, an estimated $80.6K.
  • Duke Energy made up 0.05% of Patton Albertson Miller Group's portfolio in Q2 2026, its #155 holding.
  • Patton Albertson Miller Group first reported a position in Duke Energy in Q3 2018 and has held it in 30 quarters since.
  • Patton Albertson Miller Group's Duke Energy position peaked at $1.57M in Q3 2019.
  • 832 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.