A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 2,373 shares of DUK stock, worth $244,015. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,373
Previous 6,311 62.4%
Holding current value
$244,015
Previous $649,000 64.87%
% of portfolio
0.13%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$91.55 - $105.65 $360,523 - $416,049
-3,938 Reduced 62.4%
2,373 $228,000
Q4 2022

Jan 18, 2023

SELL
$86.82 - $103.84 $75,620 - $90,444
-871 Reduced 12.13%
6,311 $0
Q3 2022

Oct 12, 2022

SELL
$24.9 - $110.88 $40,089 - $178,516
-1,610 Reduced 18.31%
7,182 $668,000
Q2 2022

Jul 18, 2022

SELL
$97.82 - $115.43 $89,896 - $106,080
-919 Reduced 9.46%
8,792 $943,000
Q1 2022

Apr 13, 2022

BUY
$97.04 - $111.66 $5,822 - $6,699
60 Added 0.62%
9,711 $1.08 Million
Q4 2021

Jan 19, 2022

BUY
$96.62 - $104.9 $596,242 - $647,337
6,171 Added 177.33%
9,651 $1.01 Million
Q3 2021

Nov 09, 2021

BUY
$97.05 - $107.93 $337,734 - $375,596
3,480 New
3,480 $340,000

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 $79.2B
  • 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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