A detailed history of Sage View Advisory Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,074 shares of DUK stock, worth $1.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,074
Previous 13,488 32.73%
Holding current value
$1.03 Million
Previous $1.34 Billion 22.13%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 14, 2024

SELL
$99.35 - $117.71 $438,530 - $519,571
-4,414 Reduced 32.73%
9,074 $1.05 Billion
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $55,071 - $62,027
593 Added 4.6%
13,488 $1.34 Billion
Q1 2024

May 08, 2024

SELL
$90.65 - $99.39 $492,048 - $539,488
-5,428 Reduced 29.62%
12,895 $1.25 Billion
Q4 2023

Feb 09, 2024

BUY
$85.44 - $98.31 $385,078 - $443,083
4,507 Added 32.62%
18,323 $1.75 Billion
Q3 2023

Nov 02, 2023

SELL
$86.65 - $95.56 $225,549 - $248,742
-2,603 Reduced 15.85%
13,816 $1.22 Billion
Q2 2023

Aug 11, 2023

BUY
$88.01 - $99.74 $47,437 - $53,759
539 Added 3.39%
16,419 $1.47 Billion
Q1 2023

May 01, 2023

BUY
$91.55 - $105.65 $1.05 Million - $1.22 Million
11,505 Added 262.97%
15,880 $1.53 Billion
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $379,837 - $454,300
4,375 New
4,375 $451 Million

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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