A detailed history of Callan Capital, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Callan Capital, LLC holds 2,880 shares of DUK stock, worth $338,169. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,880
Previous 2,400 20.0%
Holding current value
$338,169
Previous $240,000 38.33%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$99.35 - $117.71 $47,688 - $56,500
480 Added 20.0%
2,880 $332,000
Q2 2024

Aug 12, 2024

BUY
$92.87 - $104.6 $15,509 - $17,468
167 Added 7.48%
2,400 $240,000
Q1 2024

Oct 22, 2024

SELL
$90.65 - $99.39 $15,138 - $16,598
-167 Reduced 6.96%
2,233 $215,000
Q1 2024

May 03, 2024

BUY
$90.65 - $99.39 $202,421 - $221,937
2,233 New
2,233 $215,000

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 $90.4B
  • 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
Track This Portfolio

Track Callan Capital, LLC Portfolio

Follow Callan Capital, LLC 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 Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.