Appleton Partners Inc Duke Energy Corp Transaction History

Appleton Partners Inc

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 02, 2024	SELL	$85.44 - $98.31 $2,221 - $2,556	-26 Reduced 1.1%	2,335 $227,000
Q3 2023 Oct 03, 2023	SELL	$86.65 - $95.56 $61,954 - $68,325	-715 Reduced 23.24%	2,361 $208,000
Q2 2023 Jul 10, 2023	SELL	$88.01 - $99.74 $33,619 - $38,100	-382 Reduced 11.05%	3,076 $276,000
Q1 2023 Apr 10, 2023	BUY	$91.55 - $105.65 $316,579 - $365,337	3,458 New	3,458 $334,000
Q2 2022 Jul 08, 2022	SELL	$97.82 - $115.43 $187,227 - $220,933	-1,914 Closed	0 $0
Q1 2022 Apr 05, 2022	BUY	$97.04 - $111.66 $185,734 - $213,717	1,914 New	1,914 $214,000
Q1 2020 May 04, 2020	SELL	$64.15 - $102.43 $162,556 - $259,557	-2,534 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$86.66 - $97.17 $219,596 - $246,228	2,534 New	2,534 $231,000
Q4 2018 Jan 17, 2019	SELL	$79.19 - $90.9 $242,638 - $278,517	-3,064 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	$78.09 - $83.47 $13,353 - $14,273	-171 Reduced 5.29%	3,064 $245,000
Q2 2018 Aug 08, 2018	BUY	$72.12 - $80.5 $2,235 - $2,495	31 Added 0.97%	3,235 $256,000
Q1 2018 Apr 11, 2018	SELL	$74.32 - $83.23 $13,600 - $15,231	-183 Reduced 5.4%	3,204 $248,000
Q4 2017 Jan 12, 2018	SELL	$83.6 - $91.09 $20,900 - $22,772	-250 Reduced 6.87%	3,387 $285,000
Q3 2017 Oct 12, 2017	BUY	$83.92 - $88.34 $305,217 - $321,292	3,637	3,637 $305,000

2,289

511M

4.91M

3.9M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $82.2B
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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