Apriem Advisors Duke Energy Corp Transaction History

Apriem Advisors

$814 Million
Q2 2024

A detailed history of Apriem Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, Apriem Advisors holds 2,400 shares of DUK stock, worth $278,328. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,400

Previous 2,400 -0.0%

Holding current value

$278,328

Previous $232,000 3.45%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$90.65 - $99.39 $85,936 - $94,221	-948 Reduced 28.32%	2,400 $232,000
Q4 2023 Feb 14, 2024	SELL	$85.44 - $98.31 $22,556 - $25,953	-264 Reduced 7.31%	3,348 $324,000
Q3 2023 Nov 13, 2023	SELL	$86.65 - $95.56 $16,116 - $17,774	-186 Reduced 4.9%	3,612 $318,000
Q2 2023 Aug 08, 2023	BUY	$88.01 - $99.74 $17,602 - $19,948	200 Added 5.56%	3,798 $340,000
Q1 2023 May 12, 2023	BUY	$91.55 - $105.65 $13,549 - $15,636	148 Added 4.29%	3,598 $347,000
Q1 2022 May 10, 2022	BUY	$97.04 - $111.66 $16,205 - $18,647	167 Added 5.09%	3,450 $385,000
Q4 2021 Feb 09, 2022	BUY	$96.62 - $104.9 $6,087 - $6,608	63 Added 1.96%	3,283 $344,000
Q2 2021 Aug 10, 2021	BUY	$96.28 - $103.74 $5,295 - $5,705	55 Added 1.74%	3,220 $318,000
Q1 2021 May 10, 2021	SELL	$85.59 - $97.58 $8,559 - $9,758	-100 Reduced 3.06%	3,165 $306,000
Q4 2020 Feb 04, 2021	BUY	$89.04 - $97.31 $8,013 - $8,757	90 Added 2.83%	3,265 $299,000
Q3 2020 Nov 10, 2020	BUY	$79.21 - $88.56 $3,564 - $3,985	45 Added 1.44%	3,175 $281,000
Q2 2020 Aug 07, 2020	BUY	$76.02 - $91.91 $4,181 - $5,055	55 Added 1.79%	3,130 $250,000
Q1 2020 May 07, 2020	SELL	$64.15 - $102.43 $8,018 - $12,803	-125 Reduced 3.91%	3,075 $249,000
Q1 2019 May 15, 2019	BUY	$83.66 - $91.53 $4,183 - $4,576	50 Added 1.59%	3,200 $288,000
Q4 2018 Feb 19, 2019	BUY	$79.19 - $90.9 $7,919 - $9,090	100 Added 3.28%	3,150 $272,000
Q3 2018 Nov 14, 2018	BUY	$78.09 - $83.47 $3,904 - $4,173	50 Added 1.67%	3,050 $244,000
Q1 2018 May 11, 2018	SELL	$74.32 - $83.23 $31,363 - $35,123	-422 Reduced 12.33%	3,000 $232,000
Q4 2017 Feb 14, 2018	SELL	$83.6 - $91.09 $8,945 - $9,746	-107 Reduced 3.03%	3,422 $288,000
Q3 2017 Nov 14, 2017	BUY	$83.92 - $88.34 $296,153 - $311,751	3,529	3,529 $296,000

Others Institutions Holding DUK

# of Institutions

2,171

Shares Held

497M

Call Options Held

4.43M

Put Options Held

3.24M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $89.3B
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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