Beese Fulmer Investment Management, Inc. Duke Energy Corp Transaction History

Beese Fulmer Investment Management, Inc.

$1.08 Billion
Q2 2024

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 4,398 shares of DUK stock, worth $501,591. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,398

Previous 4,413 0.34%

Holding current value

$501,591

Previous $426,000 3.29%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 03, 2024	SELL	$92.87 - $104.6 $1,393 - $1,569	-15 Reduced 0.34%	4,398 $440,000
Q1 2024 Apr 08, 2024	SELL	$90.65 - $99.39 $37,982 - $41,644	-419 Reduced 8.67%	4,413 $426,000
Q4 2023 Jan 09, 2024	BUY	$85.44 - $98.31 $17,002 - $19,563	199 Added 4.3%	4,832 $468,000
Q3 2023 Oct 10, 2023	SELL	$86.65 - $95.56 $23,655 - $26,087	-273 Reduced 5.56%	4,633 $408,000
Q2 2023 Jul 11, 2023	SELL	$88.01 - $99.74 $12,761 - $14,462	-145 Reduced 2.87%	4,906 $440,000
Q1 2023 Apr 11, 2023	SELL	$91.55 - $105.65 $1,373 - $1,584	-15 Reduced 0.3%	5,051 $487,000
Q1 2022 Apr 12, 2022	SELL	$97.04 - $111.66 $44,638 - $51,363	-460 Reduced 8.32%	5,066 $566,000
Q4 2021 Jan 10, 2022	SELL	$96.62 - $104.9 $27,536 - $29,896	-285 Reduced 4.9%	5,526 $580,000
Q2 2021 Jul 08, 2021	SELL	$96.28 - $103.74 $28,884 - $31,122	-300 Reduced 4.91%	5,811 $574,000
Q1 2021 Apr 23, 2021	BUY	$85.59 - $97.58 $40,655 - $46,350	475 Added 8.43%	6,111 $590,000
Q4 2020 Jan 20, 2021	BUY	$89.04 - $97.31 $24,040 - $26,273	270 Added 5.03%	5,636 $516,000
Q3 2020 Oct 08, 2020	BUY	$79.21 - $88.56 $28,515 - $31,881	360 Added 7.19%	5,366 $475,000
Q1 2020 Apr 09, 2020	BUY	$64.15 - $102.43 $17,641 - $28,168	275 Added 5.81%	5,006 $405,000
Q4 2019 Feb 05, 2020	BUY	$86.66 - $97.17 $6,066 - $6,801	70 Added 1.5%	4,731 $432,000
Q3 2019 Nov 01, 2019	BUY	$86.49 - $96.28 $163,206 - $181,680	1,887 Added 68.02%	4,661 $447,000
Q1 2018 Apr 16, 2018	SELL	$74.32 - $83.23 $1,709 - $1,914	-23 Reduced 0.82%	2,774 $215,000
Q4 2017 Jan 26, 2018	SELL	$83.6 - $91.09 $7,189 - $7,833	-86 Reduced 2.98%	2,797 $235,000
Q3 2017 Oct 17, 2017	BUY	$83.92 - $88.34 $241,941 - $254,684	2,883	2,883 $242,000

Others Institutions Holding DUK

# of Institutions

2,173

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 $87.8B
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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Beese Fulmer Investment Management, Inc. Duke Energy Corp Transaction History