A detailed history of Pensionmark Financial Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,897 shares of DUK stock, worth $965,858. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,897
Previous 104,909 91.52%
Holding current value
$965,858
Previous $12.1 Million 91.53%
% of portfolio
0.03%
Previous 0.07%

Shares

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

Nov 25, 2024

SELL
$99.35 - $117.71 $9.54 Million - $11.3 Million
-96,012 Reduced 91.52%
8,897 $1.03 Million
Q3 2024

Nov 14, 2024

BUY
$99.35 - $117.71 $9.24 Million - $11 Million
93,045 Added 784.26%
104,909 $12.1 Million
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $1.1 Million - $1.24 Million
11,864 New
11,864 $1.19 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $176,177 - $202,715
2,062 New
2,062 $200,000

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 $83.6B
  • 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 Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.