Patten Group, Inc.

Position in DUK — Duke Energy CORP

CIK 1633207 CHATTANOOGA, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,706,044

+$70,342 QoQ

Shares Held

13,478

+7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#877

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Patten Group, Inc. holds $7,011,296 across 4 Utilities - Regulated Electric names. DUK ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,780	$3,315,950
2	DUK	Duke Energy CORP This page	13,478	$1,706,044
3	D	Dominion Energy, Inc	14,916	$1,018,612
4	SO	Southern Co	10,142	$970,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,706,044	13,478	+7.9%	Shares	Sole	2026-08-06
2026-03-31	$1,635,702	12,492	+1.1%	Shares	Sole	2026-04-24
2025-12-31	$1,448,832	12,361	+0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,529,178	12,357	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$1,455,294	12,333	+1.3%	Shares	Sole	2025-07-30
2025-03-31	$1,485,472	12,179	-5.7%	Shares	Sole	2025-05-14
2024-12-31	$1,391,893	12,919	-3.2%	Shares	Sole	2025-02-06
2024-09-30	$1,538,678	13,345	+5.0%	Shares	Sole	2024-10-08
2024-06-30	$1,273,923	12,710	+1.7%	Shares	Sole	2024-07-25
2024-03-31	$1,208,101	12,492	-1.3%	Shares	Sole	2024-04-17
2023-12-31	$1,227,750	12,652	-12.1%	Shares	Sole	2024-01-10
2023-09-30	$1,269,796	14,387	-1.4%	Shares	Sole	2023-10-12
2023-06-30	$1,310,024	14,598	-0.2%	Shares	Sole	2023-07-26
2023-03-31	$1,411,741	14,634	+7.7%	Shares	Sole	2023-04-06
2022-12-31	$1,399,222	13,586	+71.7%	Shares	Sole	2023-02-10
2022-09-30	$736,067	7,913	+9.6%	Shares	Sole	2022-10-13
2022-06-30	$774,163	7,221	+1.6%	Shares	Sole	2022-07-18
2022-03-31	$793,344	7,105	+9.0%	Shares	Sole	2022-04-28
2021-12-31	$683,633	6,517	-4.8%	Shares	Sole	2022-01-20
2021-09-30	$668,101	6,846	-1.8%	Shares	Sole	2021-11-15
2021-06-30	$688,177	6,971	+0.2%	Shares	Sole	2021-08-03
2021-03-31	$671,269	6,954	+7.0%	Shares	Sole	2021-04-23
2020-12-31	$595,231	6,501	+23.1%	Shares	Sole	2021-02-02
2020-09-30	$467,596	5,280	+29.4%	Shares	Sole	2020-10-19
2020-06-30	$326,031	4,081	+0.1%	Shares	Sole	2020-07-20
2020-03-31	$329,828	4,078	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.