A detailed history of Uma Financial Services, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,020 shares of DUK stock, worth $252,863. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,020
Previous 1,423 41.95%
Holding current value
$252,863
Previous $167,000 49.1%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$116.31 - $125.93 $69,437 - $75,180
597 Added 41.95%
2,020 $249,000
Q2 2025

Jul 11, 2025

BUY
$112.46 - $124.05 $7,984 - $8,807
71 Added 5.25%
1,423 $167,000
Q1 2025

Apr 28, 2025

BUY
$105.87 - $121.97 $635 - $731
6 Added 0.45%
1,352 $164,000
Q4 2024

Feb 12, 2025

BUY
$105.76 - $120.76 $142,352 - $162,542
1,346 New
1,346 $145,000

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 $96.4B
  • 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...
More about DUK
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.