A detailed history of Center For Financial Planning, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,408 shares of DUK stock, worth $152,458. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,408 -0.0%
Holding current value
$152,458
Previous $141,000 14.89%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 25, 2024

SELL
$90.65 - $99.39 $453 - $496
-5 Reduced 0.35%
1,408 $136,000
Q4 2023

Jan 29, 2024

BUY
$85.44 - $98.31 $3,246 - $3,735
38 Added 2.76%
1,413 $137,000
Q2 2023

Aug 09, 2023

BUY
$88.01 - $99.74 $20,858 - $23,638
237 Added 20.83%
1,375 $123,000
Q1 2023

May 02, 2023

BUY
$91.55 - $105.65 $10,802 - $12,466
118 Added 11.57%
1,138 $109,000
Q4 2022

Jan 27, 2023

SELL
$86.82 - $103.84 $19,534 - $23,364
-225 Reduced 18.07%
1,020 $0
Q3 2022

Oct 14, 2022

SELL
$24.9 - $110.88 $249 - $1,108
-10 Reduced 0.8%
1,245 $116,000
Q2 2022

Aug 12, 2022

SELL
$97.82 - $115.43 $26,020 - $30,704
-266 Reduced 17.49%
1,255 $135,000
Q4 2021

Feb 08, 2022

SELL
$96.62 - $104.9 $25,121 - $27,274
-260 Reduced 14.6%
1,521 $160,000
Q3 2021

Oct 27, 2021

BUY
$97.05 - $107.93 $4,755 - $5,288
49 Added 2.83%
1,781 $174,000
Q4 2020

Feb 09, 2021

SELL
$89.04 - $97.31 $61,704 - $67,435
-693 Reduced 28.58%
1,732 $159,000
Q2 2020

Aug 06, 2020

SELL
$76.02 - $91.91 $160,858 - $194,481
-2,116 Reduced 46.6%
2,425 $194,000
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $393,523 - $441,248
4,541 New
4,541 $414,000

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 $83.4B
  • 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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