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 $240,137. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,115
Previous 3,428 38.3%
Holding current value
$240,137
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 $87.4B
  • 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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