Avantax Advisory Services, Inc. Duke Energy Corp Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 97,680 shares of DUK stock, worth $11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

97,680

Previous 97,824 0.15%

Holding current value

$11 Million

Previous $9.8 Million 14.87%

% of portfolio

0.08%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$99.35 - $117.71 $14,306 - $16,950	-144 Reduced 0.15%	97,680 $11.3 Million
Q2 2024 Aug 09, 2024	BUY	$92.87 - $104.6 $2.82 Million - $3.17 Million	30,348 Added 44.98%	97,824 $9.8 Million
Q1 2024 May 08, 2024	SELL	$90.65 - $99.39 $370,849 - $406,604	-4,091 Reduced 5.72%	67,476 $6.53 Million
Q4 2023 Feb 07, 2024	BUY	$85.44 - $98.31 $103,040 - $118,561	1,206 Added 1.71%	71,567 $6.94 Million
Q3 2023 Nov 07, 2023	BUY	$86.65 - $95.56 $116,370 - $128,337	1,343 Added 1.95%	70,361 $6.21 Million
Q2 2023 Aug 11, 2023	BUY	$88.01 - $99.74 $203,919 - $231,097	2,317 Added 3.47%	69,018 $6.19 Million
Q1 2023 Apr 28, 2023	BUY	$91.55 - $105.65 $836,400 - $965,218	9,136 Added 15.87%	66,701 $6.43 Million
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $77,877 - $93,144	897 Added 1.58%	57,565 $5.93 Million
Q3 2022 Nov 01, 2022	BUY	$24.9 - $110.88 $118,324 - $526,901	4,752 Added 9.15%	56,668 $5.27 Million
Q2 2022 Aug 02, 2022	BUY	$97.82 - $115.43 $350,293 - $413,354	3,581 Added 7.41%	51,916 $5.57 Million
Q1 2022 Apr 27, 2022	BUY	$97.04 - $111.66 $288,888 - $332,411	2,977 Added 6.56%	48,335 $5.38 Million
Q4 2021 Jan 24, 2022	BUY	$96.62 - $104.9 $747,452 - $811,506	7,736 Added 20.56%	45,358 $4.76 Million
Q3 2021 Oct 21, 2021	BUY	$97.05 - $107.93 $352,291 - $391,785	3,630 Added 10.68%	37,622 $3.67 Million
Q2 2021 Jul 29, 2021	BUY	$96.28 - $103.74 $199,299 - $214,741	2,070 Added 6.48%	33,992 $3.35 Million
Q1 2021 May 13, 2021	BUY	$85.59 - $97.58 $368,892 - $420,569	4,310 Added 15.61%	31,922 $3.08 Million
Q4 2020 Jan 22, 2021	SELL	$89.04 - $97.31 $5.32 Million - $5.82 Million	-59,789 Reduced 68.41%	27,612 $2.53 Million
Q3 2020 Oct 14, 2020	BUY	$79.21 - $88.56 $4.67 Million - $5.22 Million	58,922 Added 206.9%	87,401 $7.76 Million
Q2 2020 Aug 06, 2020	BUY	$76.02 - $91.91 $66,137 - $79,961	870 Added 3.15%	28,479 $2.28 Million
Q1 2020 Apr 30, 2020	SELL	$64.15 - $102.43 $3,913 - $6,248	-61 Reduced 0.22%	27,609 $2.23 Million
Q4 2019 Feb 14, 2020	BUY	$86.66 - $97.17 $1.03 Million - $1.16 Million	11,941 Added 75.92%	27,670 $2.52 Million
Q3 2019 Nov 08, 2019	BUY	$86.49 - $96.28 $431,671 - $480,533	4,991 Added 46.48%	15,729 $1.51 Million
Q2 2019 Aug 06, 2019	BUY	$85.53 - $91.12 $45,587 - $48,566	533 Added 5.22%	10,738 $948,000
Q1 2019 May 13, 2019	BUY	$83.66 - $91.53 $54,128 - $59,219	647 Added 6.77%	10,205 $918,000
Q4 2018 Feb 13, 2019	BUY	$79.19 - $90.9 $756,898 - $868,822	9,558 New	9,558 $826,000

Others Institutions Holding DUK

# of Institutions

2,283

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $86.4B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Duke Energy Corp Transaction History