A detailed history of Advocate Group LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Advocate Group LLC holds 85,078 shares of DUK stock, worth $9.27 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
85,078
Previous 84,117 1.14%
Holding current value
$9.27 Million
Previous $8.43 Million 16.34%
% of portfolio
1.78%
Previous 1.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$99.35 - $117.71 $95,475 - $113,119
961 Added 1.14%
85,078 $9.81 Million
Q2 2024

Jul 10, 2024

BUY
$92.87 - $104.6 $160,757 - $181,062
1,731 Added 2.1%
84,117 $8.43 Million
Q1 2024

Apr 25, 2024

BUY
$90.65 - $99.39 $1.05 Million - $1.15 Million
11,541 Added 16.29%
82,386 $7.97 Million
Q4 2023

Jan 19, 2024

BUY
$85.44 - $98.31 $140,207 - $161,326
1,641 Added 2.37%
70,845 $6.87 Million
Q3 2023

Oct 17, 2023

BUY
$86.65 - $95.56 $405,175 - $446,838
4,676 Added 7.25%
69,204 $6.11 Million
Q2 2023

Jul 20, 2023

SELL
$88.01 - $99.74 $101,211 - $114,701
-1,150 Reduced 1.75%
64,528 $5.79 Million
Q1 2023

Apr 19, 2023

SELL
$91.55 - $105.65 $866,795 - $1 Million
-9,468 Reduced 12.6%
65,678 $6.34 Million
Q4 2022

Jan 18, 2023

SELL
$86.82 - $103.84 $434,881 - $520,134
-5,009 Reduced 6.25%
75,146 $0
Q3 2022

Oct 19, 2022

SELL
$24.9 - $110.88 $76,542 - $340,845
-3,074 Reduced 3.69%
80,155 $7.46 Million
Q2 2022

Jul 27, 2022

BUY
$97.82 - $115.43 $8.14 Million - $9.61 Million
83,229 New
83,229 $8.92 Million

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 $83.9B
  • 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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