A detailed history of Alera Investment Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 1,916 shares of DUK stock, worth $206,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,916
Holding current value
$206,717
% of portfolio
0.03%

Shares

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

Nov 14, 2024

BUY
$99.35 - $117.71 $190,354 - $225,532
1,916 New
1,916 $220,000
Q2 2019

Aug 07, 2019

SELL
$85.53 - $91.12 $21,468 - $22,871
-251 Closed
0 $0
Q1 2019

May 14, 2019

SELL
$83.66 - $91.53 $72,282 - $79,081
-864 Reduced 77.49%
251 $23,000
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $88,296 - $101,353
1,115 New
1,115 $96,000

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 $83.1B
  • 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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