Duke Energy shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.8k | 123.75 |
| 2025-06-30 | $1.0M | 8.7k | 118.00 |
| 2025-03-31 | $1.0M | 8.4k | 121.97 |
| 2024-12-31 | $953k | 8.8k | 107.74 |
| 2024-09-30 | $979k | 8.5k | 115.30 |
| 2024-06-30 | $833k | 8.3k | 100.23 |
| 2024-03-31 | $787k | 8.1k | 96.71 |
| 2023-12-31 | $747k | 7.7k | 97.04 |
| 2023-09-30 | $646k | 7.3k | 88.26 |
| 2023-06-30 | $644k | 7.2k | 89.74 |
| 2023-03-31 | $648k | 6.7k | 96.47 |
| 2022-12-31 | $638k | 6.2k | 102.99 |
| 2022-09-30 | $533k | 5.7k | 92.99 |
| 2022-06-30 | $618k | 5.8k | 107.27 |
| 2022-03-31 | $562k | 5.0k | 111.71 |
| 2021-12-31 | $495k | 4.7k | 104.81 |
| 2021-09-30 | $472k | 4.8k | 97.54 |
| 2021-06-30 | $422k | 4.3k | 98.69 |
| 2021-03-31 | $349k | 3.6k | 96.38 |
| 2020-12-31 | $289k | 3.2k | 91.69 |
| 2020-09-30 | $189k | 2.1k | 88.40 |
| 2020-06-30 | $135k | 1.7k | 79.93 |
| 2020-03-31 | $99k | 1.2k | 80.75 |
| 2019-12-31 | $90k | 982 | 91.65 |
| 2019-09-30 | $84k | 872 | 96.33 |
| 2019-06-30 | $81k | 910 | 89.01 |
| 2019-03-31 | $80k | 887 | 90.19 |
| 2018-12-31 | $40k | 464 | 86.21 |
| 2018-09-30 | $41k | 511 | 80.23 |
| 2018-06-30 | $9.0k | 110 | 81.82 |
| 2018-03-31 | $51k | 662 | 77.04 |
| 2017-12-31 | $53k | 661 | 80.18 |
| 2017-09-30 | $22k | 259 | 84.94 |
| 2017-06-30 | $30k | 355 | 84.51 |
| 2017-03-31 | $32k | 386 | 82.90 |
| 2016-12-31 | $42k | 537 | 78.21 |
More positions owned by Patriot Financial Group Insurance Agency
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