A detailed history of Finivi Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Finivi Inc. holds 5,669 shares of DUK stock, worth $709,645. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,669
Previous 5,676 0.12%
Holding current value
$709,645
Previous $670 Million 4.75%
% of portfolio
0.45%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 19, 2025

SELL
$116.31 - $125.93 $814 - $881
-7 Reduced 0.12%
5,669 $702 Million
Q2 2025

Dec 19, 2025

BUY
$112.46 - $124.05 $26,653 - $29,399
237 Added 4.36%
5,676 $670 Million
Q1 2025

Dec 19, 2025

BUY
$105.87 - $121.97 $6,563 - $7,562
62 Added 1.15%
5,439 $663 Million
Q4 2024

Dec 19, 2025

BUY
$105.76 - $120.76 $27,391 - $31,276
259 Added 5.06%
5,377 $579 Million
Q3 2024

Dec 19, 2025

BUY
$99.35 - $117.71 $3,576 - $4,237
36 Added 0.71%
5,118 $590 Million
Q2 2024

Dec 19, 2025

BUY
$92.87 - $104.6 $471,965 - $531,577
5,082 New
5,082 $509 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
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