A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 3,045 shares of DUK stock, worth $330,565. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,045
Previous 3,045 -0.0%
Holding current value
$330,565
Previous $305,000 15.08%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$92.87 - $104.6 $15,602 - $17,572
-168 Reduced 5.23%
3,045 $305,000
Q1 2024

May 02, 2024

BUY
$90.65 - $99.39 $19,852 - $21,766
219 Added 7.31%
3,213 $310,000
Q3 2023

Oct 31, 2023

BUY
$86.65 - $95.56 $61,694 - $68,038
712 Added 31.2%
2,994 $264,000
Q2 2023

Jul 24, 2023

SELL
$88.01 - $99.74 $2,904 - $3,291
-33 Reduced 1.43%
2,282 $204,000
Q4 2022

Jan 30, 2023

BUY
$86.82 - $103.84 $200,988 - $240,389
2,315 New
2,315 $238,000
Q2 2022

Jul 26, 2022

BUY
$97.82 - $115.43 $69,941 - $82,532
715 Added 30.89%
3,030 $324,000
Q1 2022

May 03, 2022

BUY
$97.04 - $111.66 $224,647 - $258,492
2,315 New
2,315 $258,000
Q3 2021

Nov 12, 2021

SELL
$97.05 - $107.93 $250,680 - $278,783
-2,583 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$96.28 - $103.74 $248,691 - $267,960
2,583 New
2,583 $255,000
Q1 2021

Apr 27, 2021

SELL
$85.59 - $97.58 $146,872 - $167,447
-1,716 Closed
0 $0
Q4 2020

Mar 19, 2021

BUY
$89.04 - $97.31 $152,792 - $166,983
1,716 New
1,716 $157,000

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 $83.6B
  • 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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