A detailed history of Carson Advisory Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Carson Advisory Inc. holds 31,897 shares of DUK stock, worth $3.36 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
31,897
Previous 31,798 0.31%
Holding current value
$3.36 Million
Previous $3.09 Million 0.03%
% of portfolio
2.23%
Previous 2.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$90.65 - $99.39 $8,974 - $9,839
99 Added 0.31%
31,897 $3.08 Million
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $532,462 - $612,667
6,232 Added 24.38%
31,798 $3.09 Million
Q3 2023

Nov 08, 2023

BUY
$86.65 - $95.56 $494,078 - $544,883
5,702 Added 28.71%
25,566 $2.26 Million
Q2 2023

Jul 27, 2023

SELL
$88.01 - $99.74 $9,417 - $10,672
-107 Reduced 0.54%
19,864 $1.78 Million
Q1 2023

May 05, 2023

SELL
$91.55 - $105.65 $107,388 - $123,927
-1,173 Reduced 5.55%
19,971 $1.93 Million
Q4 2022

Feb 08, 2023

BUY
$86.82 - $103.84 $341,636 - $408,610
3,935 Added 22.87%
21,144 $2.18 Million
Q3 2022

Nov 07, 2022

SELL
$24.9 - $110.88 $2,938 - $13,083
-118 Reduced 0.68%
17,209 $1.6 Million
Q2 2022

Aug 03, 2022

BUY
$97.82 - $115.43 $195 - $230
2 Added 0.01%
17,327 $1.86 Million
Q1 2022

May 03, 2022

SELL
$97.04 - $111.66 $53,177 - $61,189
-548 Reduced 3.07%
17,325 $1.93 Million
Q4 2021

Feb 08, 2022

BUY
$96.62 - $104.9 $1.73 Million - $1.87 Million
17,873 New
17,873 $1.88 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 $81.1B
  • 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 Carson Advisory Inc. Portfolio

Follow Carson Advisory 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.