A detailed history of Capital Advisors Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Capital Advisors Inc holds 8,492 shares of DUK stock, worth $952,547. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,492
Previous 9,310 8.79%
Holding current value
$952,547
Previous $933,000 4.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024

SELL
$99.35 - $117.71 $81,268 - $96,286
-818 Reduced 8.79%
8,492 $979,000
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $112,929 - $127,193
1,216 Added 15.02%
9,310 $933,000
Q1 2024

Apr 29, 2024

BUY
$90.65 - $99.39 $4,441 - $4,870
49 Added 0.61%
8,094 $782,000
Q4 2023

Jan 29, 2024

SELL
$85.44 - $98.31 $11,876 - $13,665
-139 Reduced 1.7%
8,045 $780,000
Q3 2023

Oct 24, 2023

BUY
$86.65 - $95.56 $24,955 - $27,521
288 Added 3.65%
8,184 $722,000
Q2 2023

Jul 18, 2023

BUY
$88.01 - $99.74 $12,497 - $14,163
142 Added 1.83%
7,896 $708,000
Q1 2023

Apr 19, 2023

SELL
$91.55 - $105.65 $47,972 - $55,360
-524 Reduced 6.33%
7,754 $748,000
Q4 2022

Jan 17, 2023

BUY
$86.82 - $103.84 $116,165 - $138,937
1,338 Added 19.28%
8,278 $0
Q3 2022

Oct 17, 2022

BUY
$24.9 - $110.88 $3,535 - $15,744
142 Added 2.09%
6,940 $645,000
Q2 2022

Jul 15, 2022

BUY
$97.82 - $115.43 $13,401 - $15,813
137 Added 2.06%
6,798 $729,000
Q1 2022

May 05, 2022

BUY
$97.04 - $111.66 $38,136 - $43,882
393 Added 6.27%
6,661 $744,000
Q4 2021

Jan 27, 2022

BUY
$96.62 - $104.9 $27,053 - $29,372
280 Added 4.68%
6,268 $657,000
Q3 2021

Oct 25, 2021

SELL
$97.05 - $107.93 $42,216 - $46,949
-435 Reduced 6.77%
5,988 $584,000
Q2 2021

Aug 02, 2021

BUY
$96.28 - $103.74 $27,921 - $30,084
290 Added 4.73%
6,423 $634,000
Q1 2021

May 25, 2021

SELL
$85.59 - $97.58 $45,876 - $52,302
-536 Reduced 8.04%
6,133 $592,000
Q4 2020

Feb 08, 2021

SELL
$89.04 - $97.31 $623 - $681
-7 Reduced 0.1%
6,669 $610,000
Q3 2020

Nov 02, 2020

BUY
$79.21 - $88.56 $91,487 - $102,286
1,155 Added 20.92%
6,676 $591,000
Q2 2020

Aug 07, 2020

SELL
$76.02 - $91.91 $27,367 - $33,087
-360 Reduced 6.12%
5,521 $465,000
Q1 2020

May 21, 2020

SELL
$64.15 - $102.43 $1,154 - $1,843
-18 Reduced 0.31%
5,881 $475,000
Q4 2019

Feb 04, 2020

SELL
$86.66 - $97.17 $52,082 - $58,399
-601 Reduced 9.25%
5,899 $538,000
Q2 2019

Aug 07, 2019

BUY
$85.53 - $91.12 $555,945 - $592,280
6,500 New
6,500 $0
Q1 2019

May 10, 2019

SELL
$83.66 - $91.53 $491,753 - $538,013
-5,878 Closed
0 $0
Q4 2018

Feb 06, 2019

SELL
$79.19 - $90.9 $420,261 - $482,406
-5,307 Reduced 47.45%
5,878 $507,000
Q3 2018

Nov 13, 2018

SELL
$78.09 - $83.47 $10.3 Million - $11 Million
-131,300 Reduced 92.15%
11,185 $895,000
Q2 2018

Aug 06, 2018

BUY
$72.12 - $80.5 $95,775 - $106,904
1,328 Added 0.94%
142,485 $0
Q1 2018

May 04, 2018

SELL
$74.32 - $83.23 $518,010 - $580,113
-6,970 Reduced 4.71%
141,157 $0
Q4 2017

Jan 29, 2018

SELL
$83.6 - $91.09 $229,565 - $250,133
-2,746 Reduced 1.82%
148,127 $12.5 Million
Q3 2017

Nov 14, 2017

SELL
$83.92 - $88.34 $334,253 - $351,858
-3,983 Reduced 2.57%
150,873 $12.7 Million
Q2 2017

Aug 09, 2017

BUY
N/A
154,856
154,856 $12.9 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 $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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