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Patton Fund Management’s Duke Energy DUK Stock Holding History

Patton Fund Management’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 		– Sell
-1,837
Closed -$241K – 203
2026
Q1 		$241K Hold
1,837
– – 0.04% 329
2025
Q4 		$215K Hold
1,837
– – 0.03% 421
2025
Q3 		$227K Hold
1,837
– – 0.04% 348
2025
Q2 		$217K Buy
+1,837
New +$217K 0.05% 412
2023
Q1 		– Sell
-2,078
Closed -$214K – 127
2022
Q4 		$214K Buy
+2,078
New +$199K 0.06% 122

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
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Patton Fund Management's DUK Position: Q2 2026 in Review

Patton Fund Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,837 shares — an estimated $241K sold.

Patton Fund Management first reported a position in DUK in Q4 2022 and held it in 5 quarters. The position peaked at $241K in Q1 2026. 579 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patton Fund Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 1,837 Duke Energy shares in Q2 2026, an estimated $241K.
  • Patton Fund Management first reported a position in Duke Energy in Q4 2022 and held it in 5 quarters.
  • Patton Fund Management's Duke Energy position peaked at $241K in Q1 2026.
  • 579 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.