Seven Springs Wealth Group, LLC Duke Energy Corp Transaction History

Seven Springs Wealth Group, LLC

$254 Million
Q1 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 33,569 shares of DUK stock, worth $3.38 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

33,569

Previous 27,773 20.87%

Holding current value

$3.38 Million

Previous $2.7 Million 20.45%

% of portfolio

1.28%

Previous 1.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,088

Shares Held

494M

Call Options Held

5.43M

Put Options Held

2.91M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $77.4B
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...

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Seven Springs Wealth Group, LLC Duke Energy Corp Transaction History