A detailed history of Bragg Financial Advisors, Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 37,636 shares of DUK stock, worth $4.39 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
37,636
Previous 36,987 1.75%
Holding current value
$4.39 Million
Previous $3.58 Million 5.45%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Aug 15, 2024

BUY
$92.87 - $104.6 $60,272 - $67,885
649 Added 1.75%
37,636 $3.77 Million
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $139,147 - $152,563
1,535 Added 4.33%
36,987 $3.58 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $277,338 - $319,114
3,246 Added 10.08%
35,452 $3.44 Million
Q3 2023

Nov 14, 2023

SELL
$86.65 - $95.56 $62,561 - $68,994
-722 Reduced 2.19%
32,206 $2.84 Million
Q2 2023

Aug 15, 2023

BUY
$88.01 - $99.74 $40,132 - $45,481
456 Added 1.4%
32,928 $2.95 Million
Q1 2023

May 15, 2023

SELL
$91.55 - $105.65 $36,345 - $41,943
-397 Reduced 1.21%
32,472 $3.13 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $510,848 - $610,994
5,884 Added 21.8%
32,869 $3.38 Million
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $33,415 - $148,800
-1,342 Reduced 4.74%
26,985 $2.51 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $117,677 - $138,862
1,203 Added 4.44%
28,327 $3.04 Million
Q1 2022

May 11, 2022

SELL
$97.04 - $111.66 $192,624 - $221,645
-1,985 Reduced 6.82%
27,124 $3.03 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $71,040 - $79,004
732 Added 2.58%
29,109 $2.84 Million
Q2 2021

Aug 16, 2021

BUY
$96.28 - $103.74 $38,897 - $41,910
404 Added 1.44%
28,377 $2.8 Million
Q1 2021

May 14, 2021

SELL
$85.59 - $97.58 $620,185 - $707,064
-7,246 Reduced 20.57%
27,973 $2.7 Million
Q4 2020

Feb 11, 2021

BUY
$89.04 - $97.31 $382,248 - $417,751
4,293 Added 13.88%
35,219 $3.23 Million
Q3 2020

Nov 13, 2020

SELL
$79.21 - $88.56 $25,505 - $28,516
-322 Reduced 1.03%
30,926 $2.74 Million
Q2 2020

Aug 14, 2020

SELL
$76.02 - $91.91 $85,370 - $103,214
-1,123 Reduced 3.47%
31,248 $2.5 Million
Q1 2020

May 15, 2020

SELL
$64.15 - $102.43 $25,980 - $41,484
-405 Reduced 1.24%
32,371 $2.62 Million
Q4 2019

Feb 14, 2020

SELL
$86.66 - $97.17 $40,123 - $44,989
-463 Reduced 1.39%
32,776 $2.99 Million
Q3 2019

Nov 14, 2019

SELL
$86.49 - $96.28 $57,948 - $64,507
-670 Reduced 1.98%
33,239 $3.19 Million
Q2 2019

Aug 14, 2019

BUY
$85.53 - $91.12 $106,826 - $113,808
1,249 Added 3.82%
33,909 $2.99 Million
Q1 2019

May 13, 2019

BUY
$83.66 - $91.53 $5,939 - $6,498
71 Added 0.22%
32,660 $2.94 Million
Q4 2018

Feb 14, 2019

SELL
$79.19 - $90.9 $4,276 - $4,908
-54 Reduced 0.17%
32,589 $2.81 Million
Q3 2018

Nov 14, 2018

SELL
$78.09 - $83.47 $17,726 - $18,947
-227 Reduced 0.69%
32,643 $2.61 Million
Q2 2018

Aug 14, 2018

SELL
$72.12 - $80.5 $16,443 - $18,354
-228 Reduced 0.69%
32,870 $2.6 Million
Q1 2018

May 14, 2018

BUY
$74.32 - $83.23 $69,489 - $77,820
935 Added 2.91%
33,098 $2.56 Million
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $2.69 Million - $2.93 Million
32,163
32,163 $2.71 Million

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 $89.8B
  • 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...
More about DUK
Track This Portfolio

Track Bragg Financial Advisors, Inc Portfolio

Follow Bragg Financial Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.