Annex Advisory Services, LLC Duke Energy Corp Transaction History

Annex Advisory Services, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$85.44 - $98.31 $42,634 - $49,056	-499 Reduced 17.13%	2,414 $234,000
Q3 2023 Oct 31, 2023	SELL	$86.65 - $95.56 $57,622 - $63,547	-665 Reduced 18.59%	2,913 $257,000
Q2 2023 Jul 24, 2023	BUY	$88.01 - $99.74 $129,990 - $147,315	1,477 Added 70.3%	3,578 $321,000
Q1 2023 Apr 27, 2023	BUY	$91.55 - $105.65 $1,007 - $1,162	11 Added 0.53%	2,101 $202,000
Q4 2022 Jan 27, 2023	SELL	$86.82 - $103.84 $95,501 - $114,224	-1,100 Reduced 34.48%	2,090 $215,000
Q3 2022 Oct 24, 2022	SELL	$24.9 - $110.88 $199 - $887	-8 Reduced 0.25%	3,190 $297,000
Q2 2022 Jul 27, 2022	BUY	$97.82 - $115.43 $98,309 - $116,007	1,005 Added 45.83%	3,198 $343,000
Q1 2022 Apr 13, 2022	BUY	$97.04 - $111.66 $2,620 - $3,014	27 Added 1.25%	2,193 $245,000
Q4 2021 Jan 31, 2022	BUY	$96.62 - $104.9 $8,019 - $8,706	83 Added 3.98%	2,166 $227,000
Q3 2021 Oct 18, 2021	SELL	$97.05 - $107.93 $46,001 - $51,158	-474 Reduced 18.54%	2,083 $203,000
Q2 2021 Jul 29, 2021	BUY	$96.28 - $103.74 $3,273 - $3,527	34 Added 1.35%	2,557 $252,000
Q1 2021 Apr 22, 2021	BUY	$85.59 - $97.58 $215,943 - $246,194	2,523 New	2,523 $243,000
Q1 2018 May 03, 2018	SELL	$74.32 - $83.23 $186,394 - $208,740	-2,508 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$83.6 - $91.09 $209,668 - $228,453	2,508	2,508 $211,000

2,284

511M

4.91M

3.9M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $85.3B
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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