A detailed history of Boston Financial Mangement LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Boston Financial Mangement LLC holds 4,308 shares of DUK stock, worth $483,228. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,308
Previous 4,308 -0.0%
Holding current value
$483,228
Previous $431,000 15.08%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 29, 2024

BUY
$92.87 - $104.6 $59,158 - $66,630
637 Added 17.35%
4,308 $431,000
Q1 2024

May 10, 2024

SELL
$90.65 - $99.39 $62,820 - $68,877
-693 Reduced 15.88%
3,671 $355,000
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $7,091 - $8,159
83 Added 1.94%
4,364 $423,000
Q3 2023

Nov 09, 2023

BUY
$86.65 - $95.56 $44,191 - $48,735
510 Added 13.52%
4,281 $377,000
Q2 2023

Aug 07, 2023

SELL
$88.01 - $99.74 $117,933 - $133,651
-1,340 Reduced 26.22%
3,771 $338,000
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $3,021 - $3,486
-33 Reduced 0.64%
5,111 $493,000
Q4 2022

Jan 27, 2023

SELL
$86.82 - $103.84 $45,580 - $54,516
-525 Reduced 9.26%
5,144 $0
Q3 2022

Nov 09, 2022

BUY
$24.9 - $110.88 $4,631 - $20,623
186 Added 3.39%
5,669 $527,000
Q2 2022

Aug 08, 2022

BUY
$97.82 - $115.43 $3,912 - $4,617
40 Added 0.73%
5,483 $588,000
Q1 2022

May 13, 2022

SELL
$97.04 - $111.66 $21,057 - $24,230
-217 Reduced 3.83%
5,443 $608,000
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $84,918 - $94,438
875 Added 18.29%
5,660 $552,000
Q1 2021

May 07, 2021

SELL
$85.59 - $97.58 $128,299 - $146,272
-1,499 Reduced 23.85%
4,785 $462,000
Q4 2020

Feb 10, 2021

SELL
$89.04 - $97.31 $16,917 - $18,488
-190 Reduced 2.93%
6,284 $575,000
Q1 2020

May 05, 2020

SELL
$64.15 - $102.43 $30,727 - $49,063
-479 Reduced 6.89%
6,474 $524,000
Q3 2019

Nov 08, 2019

BUY
$86.49 - $96.28 $144,092 - $160,402
1,666 Added 31.51%
6,953 $667,000
Q2 2019

Jul 24, 2019

SELL
$85.53 - $91.12 $39,942 - $42,553
-467 Reduced 8.12%
5,287 $467,000
Q1 2019

Apr 25, 2019

BUY
$83.66 - $91.53 $46,598 - $50,982
557 Added 10.72%
5,754 $518,000
Q4 2018

Jan 31, 2019

BUY
$79.19 - $90.9 $18,134 - $20,816
229 Added 4.61%
5,197 $449,000
Q3 2018

Nov 02, 2018

BUY
$78.09 - $83.47 $15,618 - $16,694
200 Added 4.19%
4,968 $398,000
Q2 2018

Aug 03, 2018

SELL
$72.12 - $80.5 $85,894 - $95,875
-1,191 Reduced 19.99%
4,768 $377,000
Q1 2018

Apr 25, 2018

SELL
$74.32 - $83.23 $37,977 - $42,530
-511 Reduced 7.9%
5,959 $462,000
Q3 2017

Oct 30, 2017

BUY
$83.92 - $88.34 $542,962 - $571,559
6,470
6,470 $543,000

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 $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
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