Patton Albertson Miller 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
Q3 | $557K | Sell |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $940K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.51M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Buy |
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