A detailed history of Widmann Financial Services, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 9,504 shares of DUK stock, worth $1.07 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
9,504
Previous 9,504 -0.0%
Holding current value
$1.07 Million
Previous $952,000 15.02%
% of portfolio
0.83%
Previous 0.78%

Shares

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

Aug 14, 2024

SELL
$92.87 - $104.6 $6,222 - $7,008
-67 Reduced 0.7%
9,504 $952,000
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $28,010 - $30,711
309 Added 3.34%
9,571 $925,000
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $8,544 - $9,831
100 Added 1.09%
9,262 $898,000
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $41,592 - $45,868
480 Added 5.53%
9,162 $808,000
Q2 2023

Aug 04, 2023

BUY
$88.01 - $99.74 $26,226 - $29,722
298 Added 3.55%
8,682 $779,000
Q1 2023

May 09, 2023

BUY
$91.55 - $105.65 $5,035 - $5,810
55 Added 0.66%
8,384 $808,000
Q4 2022

Feb 06, 2023

BUY
$86.82 - $103.84 $13,283 - $15,887
153 Added 1.87%
8,329 $857,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $921 - $4,102
-37 Reduced 0.45%
8,176 $760,000
Q2 2022

Aug 01, 2022

BUY
$97.82 - $115.43 $4,988 - $5,886
51 Added 0.62%
8,213 $880,000
Q1 2022

May 04, 2022

BUY
$97.04 - $111.66 $24,065 - $27,691
248 Added 3.13%
8,162 $911,000
Q4 2021

Jan 28, 2022

BUY
$96.62 - $104.9 $764,650 - $830,178
7,914 New
7,914 $830,000

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 $86.4B
  • 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 Widmann Financial Services, Inc. Portfolio

Follow Widmann 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 Widmann Financial Services, Inc., based on Form 13F filings with the SEC.

News

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