A detailed history of Apexium Financial, LP transactions in Duke Energy Corp stock. As of the latest transaction made, Apexium Financial, LP holds 5,133 shares of DUK stock, worth $575,768. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,133
Previous 5,175 0.81%
Holding current value
$575,768
Previous $518,000 14.09%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024

SELL
$99.35 - $117.71 $4,172 - $4,943
-42 Reduced 0.81%
5,133 $591,000
Q2 2024

Aug 05, 2024

BUY
$92.87 - $104.6 $3,993 - $4,497
43 Added 0.84%
5,175 $518,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $4,272 - $4,915
50 Added 0.98%
5,132 $498,000
Q3 2023

Oct 24, 2023

BUY
$86.65 - $95.56 $15,683 - $17,296
181 Added 3.69%
5,082 $448,000
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $17,602 - $19,948
200 Added 4.25%
4,901 $439,000
Q1 2023

May 17, 2023

BUY
$91.55 - $105.65 $2,105 - $2,429
23 Added 0.49%
4,701 $453,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $1,128 - $1,349
-13 Reduced 0.28%
4,678 $481,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $116,805 - $520,138
4,691 New
4,691 $436,000

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 $86.4B
  • 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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