Certified Advisory Corp Duke Energy Corp Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

A detailed history of Certified Advisory Corp transactions in Duke Energy Corp stock. As of the latest transaction made, Certified Advisory Corp holds 19,051 shares of DUK stock, worth $2.08 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

19,051

Previous 17,147 11.1%

Holding current value

$2.08 Million

Previous $1.72 Million 27.82%

% of portfolio

0.25%

Previous 0.22%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$99.35 - $117.71 $189,162 - $224,119	1,904 Added 11.1%	19,051 $2.2 Million
Q2 2024 Aug 13, 2024	SELL	$92.87 - $104.6 $106,893 - $120,394	-1,151 Reduced 6.29%	17,147 $1.72 Million
Q1 2024 May 10, 2024	BUY	$90.65 - $99.39 $64,089 - $70,268	707 Added 4.02%	18,298 $1.77 Million
Q4 2023 Feb 09, 2024	BUY	$85.44 - $98.31 $1,196 - $1,376	14 Added 0.08%	17,591 $1.71 Million
Q3 2023 Nov 13, 2023	BUY	$86.65 - $95.56 $7,971 - $8,791	92 Added 0.53%	17,577 $1.55 Million
Q2 2023 Aug 14, 2023	BUY	$88.01 - $99.74 $5,368 - $6,084	61 Added 0.35%	17,485 $1.57 Million
Q1 2023 May 15, 2023	SELL	$91.55 - $105.65 $3,204 - $3,697	-35 Reduced 0.2%	17,424 $1.68 Million
Q4 2022 Feb 14, 2023	BUY	$86.82 - $103.84 $9,029 - $10,799	104 Added 0.6%	17,459 $1.8 Million
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $846 - $3,769	34 Added 0.2%	17,355 $1.61 Million
Q2 2022 Aug 15, 2022	BUY	$97.82 - $115.43 $67,397 - $79,531	689 Added 4.14%	17,321 $1.86 Million
Q1 2022 May 13, 2022	BUY	$97.04 - $111.66 $65,599 - $75,482	676 Added 4.24%	16,632 $1.86 Million
Q4 2021 Feb 14, 2022	BUY	$96.62 - $104.9 $34,106 - $37,029	353 Added 2.26%	15,956 $1.67 Million
Q3 2021 Nov 15, 2021	BUY	$97.05 - $107.93 $8,540 - $9,497	88 Added 0.57%	15,603 $1.52 Million
Q2 2021 Aug 16, 2021	BUY	$96.28 - $103.74 $284,603 - $306,655	2,956 Added 23.54%	15,515 $1.53 Million
Q1 2021 May 10, 2021	BUY	$85.59 - $97.58 $25,505 - $29,078	298 Added 2.43%	12,559 $1.21 Million
Q2 2020 Jul 27, 2020	BUY	$76.02 - $91.91 $84,990 - $102,755	1,118 Added 10.03%	12,261 $980,000
Q1 2020 Apr 27, 2020	BUY	$64.15 - $102.43 $27,456 - $43,840	428 Added 3.99%	11,143 $901,000
Q4 2019 Jan 29, 2020	SELL	$86.66 - $97.17 $27,644 - $30,997	-319 Reduced 2.89%	10,715 $977,000
Q3 2019 Nov 12, 2019	SELL	$86.49 - $96.28 $40,563 - $45,155	-469 Reduced 4.08%	11,034 $1.06 Million
Q2 2019 Aug 07, 2019	BUY	$85.53 - $91.12 $59,186 - $63,055	692 Added 6.4%	11,503 $1.02 Million
Q1 2019 May 07, 2019	SELL	$83.66 - $91.53 $20,580 - $22,516	-246 Reduced 2.22%	10,811 $973,000
Q4 2018 Feb 04, 2019	SELL	$79.19 - $90.9 $1,029 - $1,181	-13 Reduced 0.12%	11,057 $954,000
Q3 2018 Nov 13, 2018	BUY	$78.09 - $83.47 $1,093 - $1,168	14 Added 0.13%	11,070 $886,000
Q2 2018 Aug 14, 2018	BUY	$72.12 - $80.5 $6,130 - $6,842	85 Added 0.77%	11,056 $874,000
Q1 2018 Apr 30, 2018	BUY	$74.32 - $83.23 $12,411 - $13,899	167 Added 1.55%	10,971 $849,000
Q4 2017 Feb 22, 2018	BUY	$83.6 - $91.09 $903,214 - $984,136	10,804	10,804 $908,000

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.9B
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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Certified Advisory Corp Duke Energy Corp Transaction History