A detailed history of Everhart Financial Group, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 7,241 shares of DUK stock, worth $849,441. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,241
Previous 6,131 18.1%
Holding current value
$849,441
Previous $592,000 22.47%
% of portfolio
0.19%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$92.87 - $104.6 $103,085 - $116,106
1,110 Added 18.1%
7,241 $725,000
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $74,786 - $81,996
825 Added 15.55%
6,131 $592,000
Q4 2023

Jan 12, 2024

BUY
$85.44 - $98.31 $104,065 - $119,741
1,218 Added 29.79%
5,306 $514,000
Q3 2023

Oct 25, 2023

BUY
$86.65 - $95.56 $105,626 - $116,487
1,219 Added 42.49%
4,088 $360,000
Q2 2023

Jul 13, 2023

SELL
$88.01 - $99.74 $32,827 - $37,203
-373 Reduced 11.51%
2,869 $257,000
Q1 2023

Apr 25, 2023

BUY
$91.55 - $105.65 $296,805 - $342,517
3,242 New
3,242 $312,000
Q3 2022

Oct 12, 2022

BUY
$24.9 - $110.88 $6,598 - $29,383
265 Added 8.44%
3,405 $317,000
Q2 2022

Jul 12, 2022

BUY
$97.82 - $115.43 $108,091 - $127,550
1,105 Added 54.3%
3,140 $337,000
Q1 2022

Apr 18, 2022

BUY
$97.04 - $111.66 $197,476 - $227,228
2,035 New
2,035 $227,000

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 $90.3B
  • 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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