Sandbox Financial Partners, LLC Duke Energy Corp Transaction History

Sandbox Financial Partners, LLC

$307 Million
Q2 2025

A detailed history of Sandbox Financial Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sandbox Financial Partners, LLC holds 3,472 shares of DUK stock, worth $434,798. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,472

Previous 3,447 0.73%

Holding current value

$434,798

Previous $420,000 2.62%

% of portfolio

0.13%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$112.46 - $124.05 $2,811 - $3,101	25 Added 0.73%	3,472 $409,000
Q1 2025 Apr 11, 2025	BUY	$105.87 - $121.97 $952 - $1,097	9 Added 0.26%	3,447 $420,000
Q4 2024 Jan 15, 2025	SELL	$105.76 - $120.76 $1,480 - $1,690	-14 Reduced 0.41%	3,438 $370,000
Q3 2024 Oct 07, 2024	BUY	$99.35 - $117.71 $496 - $588	5 Added 0.15%	3,452 $398,000
Q2 2024 Jul 15, 2024	BUY	$92.87 - $104.6 $4,922 - $5,543	53 Added 1.56%	3,447 $345,000
Q1 2024 Apr 15, 2024	BUY	$90.65 - $99.39 $3,988 - $4,373	44 Added 1.31%	3,394 $328,000
Q4 2023 Jan 18, 2024	SELL	$85.44 - $98.31 $5,553 - $6,390	-65 Reduced 1.9%	3,350 $325,000
Q3 2023 Oct 10, 2023	BUY	$86.65 - $95.56 $1,299 - $1,433	15 Added 0.44%	3,415 $301,000
Q2 2023 Jul 14, 2023	SELL	$88.01 - $99.74 $200,134 - $226,808	-2,274 Reduced 40.08%	3,400 $305,000
Q1 2023 Apr 21, 2023	BUY	$91.55 - $105.65 $1,281 - $1,479	14 Added 0.25%	5,674 $547,000
Q4 2022 Jan 25, 2023	SELL	$86.82 - $103.84 $42,368 - $50,673	-488 Reduced 7.94%	5,660 $0
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $174 - $776	7 Added 0.11%	6,148 $572,000
Q2 2022 Aug 11, 2022	BUY	$97.82 - $115.43 $1,173 - $1,385	12 Added 0.2%	6,141 $658,000
Q1 2022 Apr 13, 2022	SELL	$97.04 - $111.66 $31,440 - $36,177	-324 Reduced 5.02%	6,129 $684,000
Q4 2021 Feb 11, 2022	BUY	$96.62 - $104.9 $13,720 - $14,895	142 Added 2.25%	6,453 $677,000
Q3 2021 Nov 12, 2021	BUY	$97.05 - $107.93 $43,672 - $48,568	450 Added 7.68%	6,311 $616,000
Q2 2021 Aug 16, 2021	BUY	$96.28 - $103.74 $770 - $829	8 Added 0.14%	5,861 $579,000
Q1 2021 May 07, 2021	BUY	$85.59 - $97.58 $6,162 - $7,025	72 Added 1.25%	5,853 $571,000
Q4 2020 Feb 12, 2021	BUY	$89.04 - $97.31 $514,740 - $562,549	5,781 New	5,781 $529,000

Others Institutions Holding DUK

# of Institutions

2,587

Shares Held

539M

Call Options Held

5.37M

Put Options Held

3.38M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $96.4B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandbox Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sandbox Financial Partners, LLC with notifications on news.

Account

Sandbox Financial Partners, LLC Duke Energy Corp Transaction History