A detailed history of Sargent Investment Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sargent Investment Group, LLC holds 3,230 shares of DUK stock, worth $351,973. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,230
Previous 3,235 0.15%
Holding current value
$351,973
Previous $324,000 14.81%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 06, 2024

SELL
$99.35 - $117.71 $496 - $588
-5 Reduced 0.15%
3,230 $372,000
Q2 2024

Aug 09, 2024

SELL
$92.87 - $104.6 $928 - $1,046
-10 Reduced 0.31%
3,235 $324,000
Q1 2024

May 10, 2024

BUY
$90.65 - $99.39 $294,159 - $322,520
3,245 New
3,245 $313,000
Q4 2022

Jan 31, 2023

BUY
$86.82 - $103.84 $179,630 - $214,844
2,069 New
2,069 $213,000
Q2 2022

Jul 26, 2022

SELL
$97.82 - $115.43 $176,858 - $208,697
-1,808 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$97.04 - $111.66 $175,448 - $201,881
1,808 New
1,808 $202,000
Q1 2020

May 12, 2020

SELL
$64.15 - $102.43 $149,212 - $238,252
-2,326 Closed
0 $0
Q4 2018

Feb 12, 2019

BUY
$79.19 - $90.9 $184,195 - $211,433
2,326 New
2,326 $201,000

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 $83.9B
  • 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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