Schechter Investment Advisors, LLC Duke Energy Corp Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 10,848 shares of DUK stock, worth $1.35 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,848

Previous 11,066 1.97%

Holding current value

$1.35 Million

Previous $1.19 Million 10.99%

% of portfolio

0.16%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$105.87 - $121.97 $23,079 - $26,589	-218 Reduced 1.97%	10,848 $1.32 Million
Q4 2024 Feb 06, 2025	SELL	$105.76 - $120.76 $17,450 - $19,925	-165 Reduced 1.47%	11,066 $1.19 Million
Q3 2024 Nov 12, 2024	SELL	$99.35 - $117.71 $4,967 - $5,885	-50 Reduced 0.44%	11,231 $1.29 Million
Q2 2024 Aug 12, 2024	BUY	$92.87 - $104.6 $3,436 - $3,870	37 Added 0.33%	11,281 $1.13 Million
Q1 2024 May 06, 2024	BUY	$90.65 - $99.39 $12,781 - $14,013	141 Added 1.27%	11,244 $1.09 Million
Q4 2023 Jan 17, 2024	BUY	$85.44 - $98.31 $14,781 - $17,007	173 Added 1.58%	11,103 $1.08 Million
Q3 2023 Nov 06, 2023	BUY	$86.65 - $95.56 $175,552 - $193,604	2,026 Added 22.75%	10,930 $964,000
Q2 2023 Jul 26, 2023	SELL	$88.01 - $99.74 $101,299 - $114,800	-1,151 Reduced 11.45%	8,904 $799,000
Q1 2023 Apr 28, 2023	SELL	$91.55 - $105.65 $120,479 - $139,035	-1,316 Reduced 11.57%	10,055 $970,000
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $73,102 - $87,433	842 Added 8.0%	11,371 $1.17 Million
Q3 2022 Nov 04, 2022	BUY	$24.9 - $110.88 $6,175 - $27,498	248 Added 2.41%	10,529 $979,000
Q2 2022 Nov 03, 2022	BUY	$97.82 - $115.43 $1.01 Million - $1.19 Million	10,281 New	10,281 $1.1 Million
Q1 2022 Nov 18, 2022	BUY	$97.04 - $111.66 $93,352 - $107,416	962 Added 9.14%	11,491 $1.28 Million
Q4 2021 Dec 27, 2022	BUY	$96.62 - $104.9 $772 - $839	8 Added 0.08%	10,537 $1.11 Million

Others Institutions Holding DUK

# of Institutions

2,628

Shares Held

539M

Call Options Held

5.24M

Put Options Held

3.28M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $95.7B
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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Schechter Investment Advisors, LLC Duke Energy Corp Transaction History