A detailed history of Cary Street Partners Investment Advisory LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 30,612 shares of DUK stock, worth $3.43 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
30,612
Previous 23,813 28.55%
Holding current value
$3.43 Million
Previous $2.39 Million 47.9%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Oct 30, 2024

BUY
$99.35 - $117.71 $675,480 - $800,310
6,799 Added 28.55%
30,612 $3.53 Million
Q2 2024

Jul 22, 2024

SELL
$92.87 - $104.6 $43,370 - $48,848
-467 Reduced 1.92%
23,813 $2.39 Million
Q1 2024

Apr 30, 2024

SELL
$90.65 - $99.39 $119,748 - $131,294
-1,321 Reduced 5.16%
24,280 $2.35 Million
Q4 2023

Feb 07, 2024

BUY
$85.44 - $98.31 $2.19 Million - $2.52 Million
25,601 New
25,601 $2.48 Million
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $258,303 - $284,864
-2,981 Reduced 9.95%
26,969 $2.38 Million
Q2 2023

Aug 10, 2023

SELL
$88.01 - $99.74 $125,766 - $142,528
-1,429 Reduced 4.55%
29,950 $2.69 Million
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $59,873 - $69,095
-654 Reduced 2.04%
31,379 $3.03 Million
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $56,780 - $67,911
-654 Reduced 2.0%
32,033 $3.3 Million
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $27,290 - $121,524
1,096 Added 3.47%
32,687 $3.04 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $3.09 Million - $3.65 Million
31,591 New
31,591 $3.39 Million
Q2 2021

Aug 16, 2021

SELL
$96.28 - $103.74 $2.72 Million - $2.94 Million
-28,302 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $829,024 - $945,159
9,686 Added 52.03%
28,302 $84,000
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $1.4 Million - $1.53 Million
15,764 Added 552.73%
18,616 $1.71 Million
Q3 2020

Nov 12, 2020

BUY
$79.21 - $88.56 $225,906 - $252,573
2,852 New
2,852 $253,000

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 $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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