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 $1.08 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
9,504
Previous 9,571 0.7%
Holding current value
$1.08 Million
Previous $925,000 2.92%
% of portfolio
0.78%
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 $87.8B
  • 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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