A detailed history of Marotta Asset Management transactions in Duke Energy Corp stock. As of the latest transaction made, Marotta Asset Management holds 4,027 shares of DUK stock, worth $461,896. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,027
Previous 4,058 0.76%
Holding current value
$461,896
Previous $406,000 14.29%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 03, 2024

SELL
$99.35 - $117.71 $3,079 - $3,649
-31 Reduced 0.76%
4,027 $464,000
Q2 2024

Jul 17, 2024

BUY
$92.87 - $104.6 $376,866 - $424,466
4,058 New
4,058 $406,000

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 $88.3B
  • 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
Track This Portfolio

Track Marotta Asset Management Portfolio

Follow Marotta Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.