A detailed history of Cfs Investment Advisory Services, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 9,659 shares of DUK stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,659
Previous 9,669 0.1%
Holding current value
$1.08 Million
Previous $969,000 14.96%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$99.35 - $117.71 $993 - $1,177
-10 Reduced 0.1%
9,659 $1.11 Million
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $28,046 - $31,589
302 Added 3.22%
9,669 $969,000
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $74,604 - $81,797
823 Added 9.63%
9,367 $906,000
Q4 2023

Feb 13, 2024

SELL
$85.44 - $98.31 $309,720 - $356,373
-3,625 Reduced 29.79%
8,544 $829,000
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $744,756 - $821,338
8,595 Added 240.49%
12,169 $1.07 Million
Q2 2023

Jul 21, 2023

BUY
$88.01 - $99.74 $67,415 - $76,400
766 Added 27.28%
3,574 $321,000
Q1 2023

May 05, 2023

SELL
$91.55 - $105.65 $237,297 - $273,844
-2,592 Reduced 48.0%
2,808 $271,000
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $468,827 - $560,736
5,400 New
5,400 $556,000
Q3 2022

Oct 31, 2022

BUY
$24.9 - $110.88 $282,565 - $1.26 Million
11,348 New
11,348 $0
Q2 2022

Aug 16, 2022

SELL
$97.82 - $115.43 $3.05 Million - $3.6 Million
-31,153 Closed
0 $0
Q1 2022

May 27, 2022

BUY
$97.04 - $111.66 $3.02 Million - $3.48 Million
31,153 New
31,153 $0

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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