A detailed history of Avantax Planning Partners, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,277 shares of DUK stock, worth $1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,277
Previous 16,471 43.68%
Holding current value
$1 Million
Previous $1.65 Million 35.21%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$99.35 - $117.71 $714,723 - $846,805
-7,194 Reduced 43.68%
9,277 $1.07 Million
Q2 2024

Aug 09, 2024

SELL
$92.87 - $104.6 $1.28 Million - $1.44 Million
-13,730 Reduced 45.46%
16,471 $1.65 Million
Q1 2024

May 02, 2024

BUY
$90.65 - $99.39 $764,360 - $838,056
8,432 Added 38.73%
30,201 $2.92 Million
Q4 2023

Feb 09, 2024

SELL
$85.44 - $98.31 $122,093 - $140,484
-1,429 Reduced 6.16%
21,769 $2.11 Million
Q3 2023

Nov 03, 2023

BUY
$86.65 - $95.56 $70,879 - $78,168
818 Added 3.66%
23,198 $2.05 Million
Q2 2023

Jul 17, 2023

SELL
$88.01 - $99.74 $58,262 - $66,027
-662 Reduced 2.87%
22,380 $2.01 Million
Q1 2023

Apr 20, 2023

BUY
$91.55 - $105.65 $15,929 - $18,383
174 Added 0.76%
23,042 $2.22 Million
Q4 2022

Feb 09, 2023

SELL
$86.82 - $103.84 $491,661 - $588,045
-5,663 Reduced 19.85%
22,868 $2.35 Million
Q3 2022

Oct 14, 2022

BUY
$24.9 - $110.88 $10,109 - $45,017
406 Added 1.44%
28,531 $2.65 Million
Q2 2022

Jul 18, 2022

BUY
$97.82 - $115.43 $130,198 - $153,637
1,331 Added 4.97%
28,125 $3.02 Million
Q1 2022

May 09, 2022

BUY
$97.04 - $111.66 $33,090 - $38,076
341 Added 1.29%
26,794 $2.99 Million
Q4 2021

Jan 28, 2022

BUY
$96.62 - $104.9 $133,722 - $145,181
1,384 Added 5.52%
26,453 $2.78 Million
Q3 2021

Oct 27, 2021

BUY
$97.05 - $107.93 $167,702 - $186,503
1,728 Added 7.4%
25,069 $2.45 Million
Q2 2021

Aug 10, 2021

BUY
$96.28 - $103.74 $253,890 - $273,562
2,637 Added 12.74%
23,341 $2.3 Million
Q1 2021

May 06, 2021

SELL
$85.59 - $97.58 $417,422 - $475,897
-4,877 Reduced 19.06%
20,704 $2 Million
Q4 2020

Feb 04, 2021

SELL
$89.04 - $97.31 $348,235 - $380,579
-3,911 Reduced 13.26%
25,581 $2.34 Million
Q3 2020

Oct 28, 2020

SELL
$79.21 - $88.56 $34,693 - $38,789
-438 Reduced 1.46%
29,492 $2.61 Million
Q2 2020

Jul 15, 2020

BUY
$76.02 - $91.91 $737,165 - $891,251
9,697 Added 47.93%
29,930 $2.39 Million
Q1 2020

Apr 27, 2020

BUY
$64.15 - $102.43 $210,604 - $336,277
3,283 Added 19.37%
20,233 $1.64 Million
Q4 2019

Jan 15, 2020

SELL
$86.66 - $97.17 $69,414 - $77,833
-801 Reduced 4.51%
16,950 $1.55 Million
Q3 2019

Nov 08, 2019

BUY
$86.49 - $96.28 $772,355 - $859,780
8,930 Added 101.24%
17,751 $1.7 Million
Q2 2019

Aug 07, 2019

SELL
$85.53 - $91.12 $11,632 - $12,392
-136 Reduced 1.52%
8,821 $791,000
Q1 2019

May 08, 2019

BUY
$83.66 - $91.53 $208,397 - $228,001
2,491 Added 38.52%
8,957 $806,000
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $53,215 - $61,084
672 Added 11.6%
6,466 $558,000
Q3 2018

Nov 13, 2018

SELL
$78.09 - $83.47 $15,618 - $16,694
-200 Reduced 3.34%
5,794 $464,000
Q2 2018

Aug 13, 2018

SELL
$72.12 - $80.5 $45,291 - $50,554
-628 Reduced 9.48%
5,994 $474,000
Q1 2018

May 15, 2018

BUY
$74.32 - $83.23 $18,134 - $20,308
244 Added 3.83%
6,622 $513,000
Q4 2017

Feb 09, 2018

SELL
$83.6 - $91.09 $77,831 - $84,804
-931 Reduced 12.74%
6,378 $536,000
Q3 2017

Oct 19, 2017

BUY
$83.92 - $88.34 $613,371 - $645,677
7,309
7,309 $613,000

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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