A detailed history of Sage Guard Financial Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sage Guard Financial Group, LLC holds 96,850 shares of DUK stock, worth $12.1 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
96,850
Holding current value
$12.1 Million
% of portfolio
1.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026

BUY
$121.57 - $129.03 $11.8 Million - $12.5 Million
96,850 New
96,850 $11.4 Billion
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $9.49 Million - $10.6 Million
-97,765 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
$96.28 - $103.74 $2.4 Million - $2.58 Million
-24,892 Reduced 20.29%
97,765 $9.65 Million
Q1 2021

May 17, 2021

SELL
$85.59 - $97.58 $3.61 Million - $4.12 Million
-42,181 Reduced 25.59%
122,657 $11.8 Million
Q4 2020

May 14, 2021

BUY
$89.04 - $97.31 $14.7 Million - $16 Million
164,838 New
164,838 $15.1 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $96.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
Track This Portfolio

Track Sage Guard Financial Group, LLC Portfolio

Follow Sage Guard Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Guard Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Guard Financial Group, LLC with notifications on news.