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 1,423 shares of DUK stock, worth $177,120. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,423
Previous 1,352 5.25%
Holding current value
$177,120
Previous $164,000 1.83%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $95.8B
  • 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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