A detailed history of Summit Asset Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Summit Asset Management, LLC holds 3,155 shares of DUK stock, worth $361,878. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,155
Previous 3,155 -0.0%
Holding current value
$361,878
Previous $316,000 14.87%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$92.87 - $104.6 $3,343 - $3,765
36 Added 1.15%
3,155 $316,000
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $28,366 - $32,638
332 Added 11.91%
3,119 $302,000
Q2 2023

Aug 07, 2023

SELL
$88.01 - $99.74 $16,809 - $19,050
-191 Reduced 6.41%
2,787 $250,000
Q1 2023

May 11, 2023

SELL
$91.55 - $105.65 $4,028 - $4,648
-44 Reduced 1.46%
2,978 $287,000
Q2 2022

Aug 10, 2022

SELL
$97.82 - $115.43 $5,086 - $6,002
-52 Reduced 1.69%
3,022 $324,000
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $9,275 - $10,070
96 Added 3.22%
3,074 $322,000
Q2 2021

Aug 06, 2021

BUY
$96.28 - $103.74 $72,498 - $78,116
753 Added 33.84%
2,978 $294,000
Q1 2021

May 07, 2021

BUY
$85.59 - $97.58 $190,437 - $217,115
2,225 New
2,225 $215,000

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 $88.3B
  • 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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