A detailed history of Schmidt P J Investment Management Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 7,154 shares of DUK stock, worth $779,571. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,154
Previous 7,454 4.02%
Holding current value
$779,571
Previous $747,000 10.31%
% of portfolio
0.14%
Previous 0.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$99.35 - $117.71 $29,805 - $35,313
-300 Reduced 4.02%
7,154 $824,000
Q2 2024

Jul 29, 2024

SELL
$92.87 - $104.6 $261,800 - $294,867
-2,819 Reduced 27.44%
7,454 $747,000
Q1 2024

Apr 26, 2024

SELL
$90.65 - $99.39 $59,738 - $65,498
-659 Reduced 6.03%
10,273 $993,000
Q4 2023

Jan 29, 2024

SELL
$85.44 - $98.31 $72,367 - $83,268
-847 Reduced 7.19%
10,932 $1.06 Million
Q3 2023

Oct 20, 2023

SELL
$86.65 - $95.56 $48,437 - $53,418
-559 Reduced 4.53%
11,779 $1.04 Million
Q1 2023

Apr 28, 2023

SELL
$91.55 - $105.65 $21,239 - $24,510
-232 Reduced 1.85%
12,338 $1.19 Million
Q4 2022

Feb 01, 2023

SELL
$86.82 - $103.84 $35,335 - $42,262
-407 Reduced 3.14%
12,570 $1.29 Million
Q3 2022

Oct 24, 2022

SELL
$24.9 - $110.88 $7,470 - $33,264
-300 Reduced 2.26%
12,977 $1.15 Million
Q2 2022

Aug 24, 2022

SELL
$97.82 - $115.43 $7,140 - $8,426
-73 Reduced 0.55%
13,277 $1.47 Million
Q4 2021

Feb 01, 2022

SELL
$96.62 - $104.9 $90,629 - $98,396
-938 Reduced 6.56%
13,350 $1.4 Million
Q3 2021

Oct 27, 2021

SELL
$97.05 - $107.93 $4,076 - $4,533
-42 Reduced 0.29%
14,288 $1.48 Million
Q2 2021

Jul 26, 2021

BUY
$96.28 - $103.74 $58,923 - $63,488
612 Added 4.46%
14,330 $1.5 Million
Q1 2021

Apr 30, 2021

SELL
$85.59 - $97.58 $397,565 - $453,259
-4,645 Reduced 25.3%
13,718 $1.37 Million
Q4 2020

Feb 01, 2021

SELL
$89.04 - $97.31 $158,224 - $172,919
-1,777 Reduced 8.82%
18,363 $1.73 Million
Q3 2020

Oct 28, 2020

SELL
$79.21 - $88.56 $1.78 Million - $2 Million
-22,529 Closed
0 $0
Q2 2020

Jul 29, 2020

SELL
$76.02 - $91.91 $24,174 - $29,227
-318 Reduced 1.39%
22,529 $1.8 Million
Q1 2020

Apr 20, 2020

SELL
$64.15 - $102.43 $38,425 - $61,355
-599 Reduced 2.55%
22,847 $1.85 Million
Q4 2019

Jan 24, 2020

SELL
$86.66 - $97.17 $6,412 - $7,190
-74 Reduced 0.31%
23,446 $2.14 Million
Q3 2019

Oct 23, 2019

SELL
$86.49 - $96.28 $73,170 - $81,452
-846 Reduced 3.47%
23,520 $2.26 Million
Q2 2019

Jul 25, 2019

SELL
$85.53 - $91.12 $34,212 - $36,448
-400 Reduced 1.62%
24,366 $2.15 Million
Q1 2019

Apr 25, 2019

BUY
$83.66 - $91.53 $87,424 - $95,648
1,045 Added 4.41%
24,766 $2.23 Million
Q4 2018

Feb 04, 2019

BUY
$79.19 - $90.9 $31,596 - $36,269
399 Added 1.71%
23,721 $2.05 Million
Q3 2018

Oct 23, 2018

SELL
$78.09 - $83.47 $39,435 - $42,152
-505 Reduced 2.12%
23,322 $1.87 Million
Q2 2018

Jul 24, 2018

SELL
$72.12 - $80.5 $44,353 - $49,507
-615 Reduced 2.52%
23,827 $1.88 Million
Q1 2018

Apr 24, 2018

SELL
$74.32 - $83.23 $141,282 - $158,220
-1,901 Reduced 7.22%
24,442 $1.89 Million
Q4 2017

Jan 30, 2018

BUY
$83.6 - $91.09 $2.2 Million - $2.4 Million
26,343
26,343 $2.22 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 $83.9B
  • 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
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