A detailed history of Sage Mountain Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 2,115 shares of DUK stock, worth $226,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,115
Previous 3,428 38.3%
Holding current value
$226,474
Previous $343,000 29.15%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$99.35 - $117.71 $130,446 - $154,553
-1,313 Reduced 38.3%
2,115 $243,000
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $28,603 - $32,216
308 Added 9.87%
3,428 $343,000
Q1 2024

Apr 23, 2024

SELL
$90.65 - $99.39 $43,058 - $47,210
-475 Reduced 13.21%
3,120 $301,000
Q4 2023

Feb 01, 2024

SELL
$85.44 - $98.31 $59,466 - $68,423
-696 Reduced 16.22%
3,595 $348,000
Q3 2023

Oct 25, 2023

BUY
$86.65 - $95.56 $12,564 - $13,856
145 Added 3.5%
4,291 $378,000
Q2 2023

Jul 24, 2023

SELL
$88.01 - $99.74 $18,658 - $21,144
-212 Reduced 4.86%
4,146 $372,000
Q1 2023

Apr 25, 2023

BUY
$91.55 - $105.65 $201,135 - $232,113
2,197 Added 101.67%
4,358 $420,000
Q4 2022

Feb 01, 2023

BUY
$86.82 - $103.84 $187,618 - $224,398
2,161 New
2,161 $222,000
Q1 2022

May 10, 2022

BUY
$97.04 - $111.66 $191,654 - $220,528
1,975 New
1,975 $221,000

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 $82.4B
  • 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
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors 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 Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.