Patton Albertson Miller Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
4,820
+825
| +21% | +$97.4K | 0.07% | 144 |
|
|
2025
Q1 | $487K | Sell |
3,995
-606
| -13% | -$73.9K | 0.07% | 151 |
|
|
2024
Q4 | $496K | Sell |
4,601
-93
| -2% | -$10K | 0.07% | 150 |
|
|
2024
Q3 | $541K | Sell |
4,694
-220
| -4% | -$25.4K | 0.07% | 149 |
|
|
2024
Q2 | $493K | Sell |
4,914
-130
| -3% | -$13K | 0.07% | 144 |
|
|
2024
Q1 | $488K | Sell |
5,044
-1,295
| -20% | -$125K | 0.07% | 143 |
|
|
2023
Q4 | $615K | Sell |
6,339
-420
| -6% | -$40.8K | 0.1% | 137 |
|
|
2023
Q3 | $597K | Sell |
6,759
-828
| -11% | -$73.1K | 0.12% | 138 |
|
|
2023
Q2 | $681K | Sell |
7,587
-2,153
| -22% | -$193K | 0.13% | 126 |
|
|
2023
Q1 | $940K | Sell |
9,740
-851
| -8% | -$82.1K | 0.17% | 116 |
|
|
2022
Q4 | $1.09M | Sell |
10,591
-601
| -5% | -$61.9K | 0.2% | 108 |
|
|
2022
Q3 | $1.04M | Sell |
11,192
-918
| -8% | -$85.4K | 0.22% | 114 |
|
|
2022
Q2 | $1.3M | Sell |
12,110
-768
| -6% | -$82.3K | 0.27% | 107 |
|
|
2022
Q1 | $1.44M | Sell |
12,878
-1,488
| -10% | -$166K | 0.25% | 111 |
|
|
2021
Q4 | $1.51M | Sell |
14,366
-351
| -2% | -$36.8K | 0.24% | 110 |
|
|
2021
Q3 | $1.44M | Buy |
14,717
+575
| +4% | +$56.1K | 0.27% | 104 |
|
|
2021
Q2 | $1.4M | Sell |
14,142
-1,601
| -10% | -$158K | 0.32% | 89 |
|
|
2021
Q1 | $1.52M | Sell |
15,743
-117
| -0.7% | -$11.3K | 0.37% | 85 |
|
|
2020
Q4 | $1.4M | Sell |
15,860
-494
| -3% | -$43.7K | 0.33% | 85 |
|
|
2020
Q3 | $1.45M | Buy |
16,354
+617
| +4% | +$54.6K | 0.41% | 74 |
|
|
2020
Q2 | $1.26M | Sell |
15,737
-25
| -0.2% | -$2K | 0.37% | 86 |
|
|
2020
Q1 | $1.28M | Sell |
15,762
-817
| -5% | -$66.1K | 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% | -$39.7K | 0.45% | 77 |
|
|
2019
Q2 | $1.51M | Buy |
+16,806
| New | +$1.51M | 0.44% | 83 |
|
|
2018
Q4 | – | Sell |
-166
| Closed | -$14K | – | 163 |
|
|
2018
Q3 | $14K | Buy |
+166
| New | +$14K | 0.01% | 230 |
|