A detailed history of One Ascent Financial Services LLC transactions in Duke Energy Corp stock. As of the latest transaction made, One Ascent Financial Services LLC holds 6,152 shares of DUK stock, worth $690,069. This represents 0.51% of its overall portfolio holdings.

Number of Shares
6,152
Previous 7,492 17.89%
Holding current value
$690,069
Previous $751,000 5.59%
% of portfolio
0.51%
Previous 0.1%

Shares

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

Nov 07, 2024

SELL
$99.35 - $117.71 $133,129 - $157,731
-1,340 Reduced 17.89%
6,152 $709,000
Q2 2024

Jul 17, 2024

BUY
$92.87 - $104.6 $52,285 - $58,889
563 Added 8.13%
7,492 $751,000
Q1 2024

Apr 16, 2024

SELL
$90.65 - $99.39 $20,033 - $21,965
-221 Reduced 3.09%
6,929 $670,000
Q4 2023

Jan 11, 2024

BUY
$85.44 - $98.31 $610,896 - $702,916
7,150 New
7,150 $694,000

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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