Carson Advisory Inc. Duke Energy Corp Transaction History

Carson Advisory Inc.

$145 Million
Q2 2025

A detailed history of Carson Advisory Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Carson Advisory Inc. holds 31,421 shares of DUK stock, worth $4.03 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

31,421

Previous 31,419 0.01%

Holding current value

$4.03 Million

Previous $3.83 Million 3.26%

% of portfolio

2.55%

Previous 2.77%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$112.46 - $124.05 $224 - $248	2 Added 0.01%	31,421 $3.71 Million
Q1 2025 May 02, 2025	SELL	$105.87 - $121.97 $22,973 - $26,467	-217 Reduced 0.69%	31,419 $3.83 Million
Q4 2024 Feb 13, 2025	SELL	$105.76 - $120.76 $44,313 - $50,598	-419 Reduced 1.31%	31,636 $3.41 Million
Q3 2024 Nov 01, 2024	BUY	$99.35 - $117.71 $8,345 - $9,887	84 Added 0.26%	32,055 $3.7 Million
Q2 2024 Aug 07, 2024	BUY	$92.87 - $104.6 $6,872 - $7,740	74 Added 0.23%	31,971 $3.2 Million
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

# of Institutions

2,613

Shares Held

539M

Call Options Held

5.26M

Put Options Held

3.32M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $98.8B
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...

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Carson Advisory Inc. Duke Energy Corp Transaction History