A detailed history of Balasa Dinverno & Foltz LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 8,252 shares of DUK stock, worth $956,984. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,252
Previous 6,981 18.21%
Holding current value
$956,984
Previous $748,000 2.67%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

BUY
$24.9 - $110.88 $31,647 - $140,928
1,271 Added 18.21%
8,252 $768,000
Q2 2022

Aug 09, 2022

SELL
$97.82 - $115.43 $17,020 - $20,084
-174 Reduced 2.43%
6,981 $748,000
Q1 2022

Apr 25, 2022

SELL
$97.04 - $111.66 $64,822 - $74,588
-668 Reduced 8.54%
7,155 $799,000
Q4 2021

Jan 26, 2022

SELL
$96.62 - $104.9 $1.41 Million - $1.53 Million
-14,553 Reduced 65.04%
7,823 $821,000
Q3 2021

Oct 26, 2021

BUY
$97.05 - $107.93 $686,143 - $763,065
7,070 Added 46.19%
22,376 $2.18 Million
Q2 2021

Jul 23, 2021

BUY
$96.28 - $103.74 $764,078 - $823,280
7,936 Added 107.68%
15,306 $1.51 Million
Q1 2021

Apr 29, 2021

BUY
$85.59 - $97.58 $23,537 - $26,834
275 Added 3.88%
7,370 $711,000
Q4 2020

Jan 26, 2021

BUY
$89.04 - $97.31 $195,086 - $213,206
2,191 Added 44.68%
7,095 $650,000
Q3 2020

Nov 10, 2020

SELL
$79.21 - $88.56 $195,015 - $218,034
-2,462 Reduced 33.42%
4,904 $434,000
Q2 2020

Aug 07, 2020

BUY
$76.02 - $91.91 $559,963 - $677,009
7,366 New
7,366 $588,000

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 $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...
More about DUK
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