Seven Springs Wealth Group, LLC Duke Energy Corp Transaction History

Seven Springs Wealth Group, LLC

$260 Million
Q4 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 37,048 shares of DUK stock, worth $4.19 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

37,048

Previous 35,154 5.39%

Holding current value

$4.19 Million

Previous $4.05 Million 1.53%

% of portfolio

1.53%

Previous 1.52%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$105.76 - $120.76 $200,309 - $228,719	1,894 Added 5.39%	37,048 $3.99 Million
Q3 2024 Nov 14, 2024	BUY	$99.35 - $117.71 $69,942 - $82,867	704 Added 2.04%	35,154 $4.05 Million
Q2 2024 Jul 30, 2024	BUY	$92.87 - $104.6 $81,818 - $92,152	881 Added 2.62%	34,450 $3.45 Million
Q1 2024 May 07, 2024	BUY	$90.65 - $99.39 $525,407 - $576,064	5,796 Added 20.87%	33,569 $3.25 Million
Q4 2023 Feb 07, 2024	BUY	$85.44 - $98.31 $103,211 - $118,758	1,208 Added 4.55%	27,773 $2.7 Million
Q3 2023 Nov 08, 2023	SELL	$86.65 - $95.56 $1.53 Million - $1.68 Million	-17,605 Reduced 39.86%	26,565 $2.34 Million
Q2 2023 Jul 31, 2023	BUY	$88.01 - $99.74 $1.57 Million - $1.77 Million	17,788 Added 67.42%	44,170 $3.96 Million
Q1 2023 May 09, 2023	BUY	$91.55 - $105.65 $50,077 - $57,790	547 Added 2.12%	26,382 $2.55 Million
Q4 2022 Feb 08, 2023	SELL	$86.82 - $103.84 $128,580 - $153,787	-1,481 Reduced 5.42%	25,835 $2.66 Million
Q3 2022 Oct 21, 2022	BUY	$24.9 - $110.88 $3,710 - $16,521	149 Added 0.55%	27,316 $2.54 Million
Q2 2022 Jul 27, 2022	BUY	$97.82 - $115.43 $4,108 - $4,848	42 Added 0.15%	27,167 $2.91 Million
Q1 2022 May 09, 2022	BUY	$97.04 - $111.66 $82,581 - $95,022	851 Added 3.24%	27,125 $3.03 Million
Q4 2021 Feb 04, 2022	BUY	$96.62 - $104.9 $504,839 - $548,102	5,225 Added 24.82%	26,274 $2.76 Million
Q3 2021 Oct 21, 2021	BUY	$97.05 - $107.93 $240,781 - $267,774	2,481 Added 13.36%	21,049 $2.05 Million
Q2 2021 Jul 27, 2021	BUY	$96.28 - $103.74 $207,290 - $223,352	2,153 Added 13.12%	18,568 $1.83 Million
Q1 2021 May 07, 2021	BUY	$85.59 - $97.58 $321,219 - $366,217	3,753 Added 29.64%	16,415 $1.59 Million
Q4 2020 Feb 01, 2021	BUY	$89.04 - $97.31 $6,499 - $7,103	73 Added 0.58%	12,662 $1.16 Million
Q3 2020 Oct 19, 2020	BUY	$79.21 - $88.56 $964,223 - $1.08 Million	12,173 Added 2926.2%	12,589 $1.12 Million
Q4 2019 Feb 21, 2020	BUY	$86.66 - $97.17 $36,050 - $40,422	416 New	416 $38,000

Others Institutions Holding DUK

# of Institutions

2,394

Shares Held

499M

Call Options Held

4.38M

Put Options Held

3.31M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $87.1B
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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Account

Seven Springs Wealth Group, LLC Duke Energy Corp Transaction History