Summit Financial Group, Inc. Duke Energy Corp Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Summit Financial Group, Inc. holds 9,057 shares of DUK stock, worth $914,213. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,057

Previous 9,082 0.28%

Holding current value

$914,213

Previous $881,000 0.68%

% of portfolio

0.31%

Previous 0.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	SELL	$90.65 - $99.39 $2,266 - $2,484	-25 Reduced 0.28%	9,057 $875,000
Q4 2023 Jan 12, 2024	BUY	$85.44 - $98.31 $204,201 - $234,960	2,390 Added 35.71%	9,082 $881,000
Q3 2023 Oct 17, 2023	SELL	$86.65 - $95.56 $8,665 - $9,556	-100 Reduced 1.47%	6,692 $590,000
Q4 2022 Jan 09, 2023	SELL	$86.82 - $103.84 $5,730 - $6,853	-66 Reduced 0.96%	6,792 $700,000
Q3 2022 Oct 12, 2022	BUY	$24.9 - $110.88 $5,826 - $25,945	234 Added 3.53%	6,858 $638,000

Q2 2022 Jul 07, 2022	BUY	$97.82 - $115.43 $67,789 - $79,992	693 Added 11.68%	6,624 $710,000
Q1 2022 Apr 08, 2022	SELL	$97.04 - $111.66 $243,861 - $280,601	-2,513 Reduced 29.76%	5,931 $662,000
Q4 2021 Jan 10, 2022	BUY	$96.62 - $104.9 $193,240 - $209,800	2,000 Added 31.04%	8,444 $886,000
Q1 2021 Apr 07, 2021	SELL	$85.59 - $97.58 $61,453 - $70,062	-718 Reduced 10.03%	6,444 $623,000
Q4 2020 Jan 07, 2021	SELL	$89.04 - $97.31 $3,027 - $3,308	-34 Reduced 0.47%	7,162 $656,000
Q3 2020 Oct 05, 2020	SELL	$79.21 - $88.56 $5,227 - $5,844	-66 Reduced 0.91%	7,196 $638,000
Q2 2020 Jul 06, 2020	SELL	$76.02 - $91.91 $30,103 - $36,396	-396 Reduced 5.17%	7,262 $580,000
Q1 2020 Apr 03, 2020	SELL	$64.15 - $102.43 $6,992 - $11,164	-109 Reduced 1.4%	7,658 $620,000
Q4 2019 Jan 06, 2020	BUY	$86.66 - $97.17 $73,920 - $82,886	853 Added 12.34%	7,767 $708,000
Q3 2019 Oct 09, 2019	SELL	$86.49 - $96.28 $260,507 - $289,995	-3,012 Reduced 30.34%	6,914 $663,000
Q2 2019 Jul 03, 2019	SELL	$85.53 - $91.12 $7,954 - $8,474	-93 Reduced 0.93%	9,926 $875,000
Q4 2018 Jan 04, 2019	SELL	$79.19 - $90.9 $1,979 - $2,272	-25 Reduced 0.25%	10,019 $865,000
Q3 2018 Oct 03, 2018	SELL	$78.09 - $83.47 $28,424 - $30,383	-364 Reduced 3.5%	10,044 $804,000
Q2 2018 Jul 03, 2018	SELL	$72.12 - $80.5 $267,709 - $298,816	-3,712 Reduced 26.29%	10,408 $823,000
Q1 2018 Apr 04, 2018	SELL	$74.32 - $83.23 $47,490 - $53,183	-639 Reduced 4.33%	14,120 $1.09 Million
Q4 2017 Jan 04, 2018	SELL	$83.6 - $91.09 $28,173 - $30,697	-337 Reduced 2.23%	14,759 $1.24 Million
Q3 2017 Oct 10, 2017	BUY	$83.92 - $88.34 $1.27 Million - $1.33 Million	15,096	15,096 $1.27 Million

Others Institutions Holding DUK

# of Institutions

2,094

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 $77.7B
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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Summit Financial Group, Inc. Duke Energy Corp Transaction History