A detailed history of Summit Financial, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Summit Financial, LLC holds 8,115 shares of DUK stock, worth $933,143. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,115
Previous 7,628 6.38%
Holding current value
$933,143
Previous $764,000 22.38%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $48,383 - $57,324
487 Added 6.38%
8,115 $935,000
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $185,275 - $208,677
1,995 Added 35.42%
7,628 $764,000
Q1 2024

Apr 24, 2024

SELL
$90.65 - $99.39 $50,220 - $55,062
-554 Reduced 8.95%
5,633 $544,000
Q4 2023

Feb 05, 2024

BUY
$85.44 - $98.31 $21,360 - $24,577
250 Added 4.21%
6,187 $600,000
Q3 2023

Nov 07, 2023

SELL
$86.65 - $95.56 $779 - $860
-9 Reduced 0.15%
5,937 $523,000
Q2 2023

Aug 11, 2023

SELL
$88.01 - $99.74 $116,613 - $132,155
-1,325 Reduced 18.22%
5,946 $533,000
Q1 2023

May 03, 2023

SELL
$91.55 - $105.65 $2,929 - $3,380
-32 Reduced 0.44%
7,271 $701,000
Q4 2022

Feb 07, 2023

SELL
$86.82 - $103.84 $247,784 - $296,359
-2,854 Reduced 28.1%
7,303 $751,000
Q3 2022

Nov 15, 2022

BUY
$24.9 - $110.88 $33,067 - $147,248
1,328 Added 15.04%
10,157 $945 Million
Q2 2022

Aug 12, 2022

BUY
$97.82 - $115.43 $296,003 - $349,291
3,026 Added 52.15%
8,829 $946,000
Q1 2022

May 10, 2022

SELL
$97.04 - $111.66 $11,159 - $12,840
-115 Reduced 1.94%
5,803 $647,000
Q4 2021

Feb 07, 2022

BUY
$96.62 - $104.9 $6,376 - $6,923
66 Added 1.13%
5,918 $620,000
Q3 2021

Nov 08, 2021

BUY
$97.05 - $107.93 $567,936 - $631,606
5,852 New
5,852 $571,000

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 $88.5B
  • 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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