A detailed history of Cladis Investment Advisory, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 3,288 shares of DUK stock, worth $359,246. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,288
Previous 3,288 -0.0%
Holding current value
$359,246
Previous $330 Million 15.04%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Oct 09, 2024

BUY
$90.65 - $99.39 $90,650 - $99,390
1,000 Added 43.71%
3,288 $318 Million
Q3 2023

Oct 09, 2024

BUY
$86.65 - $95.56 $86,650 - $95,560
1,000 Added 43.71%
3,288 $290 Million
Q2 2023

Oct 09, 2024

BUY
$88.01 - $99.74 $14,433 - $16,357
164 Added 5.25%
3,288 $295 Million
Q2 2023

Aug 11, 2023

BUY
$88.01 - $99.74 $14,433 - $16,357
164 Added 7.72%
2,288 $205,000
Q1 2023

Oct 09, 2024

BUY
$91.55 - $105.65 $76,535 - $88,323
836 Added 36.54%
3,124 $302 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $184,405 - $220,556
2,124 New
2,124 $219,000
Q3 2022

Oct 09, 2024

BUY
$24.9 - $110.88 $20,816 - $92,695
836 Added 36.54%
3,124 $291 Million
Q2 2022

Oct 09, 2024

BUY
$97.82 - $115.43 $81,777 - $96,499
836 Added 36.54%
3,124 $335 Million
Q4 2021

Oct 08, 2024

BUY
$96.62 - $104.9 $80,774 - $87,696
836 Added 36.54%
3,124 $328 Million
Q4 2021

Oct 01, 2024

SELL
$96.62 - $104.9 $15,845 - $17,203
-164 Reduced 7.17%
2,124 $223 Million
Q4 2021

May 10, 2022

BUY
$96.62 - $104.9 $205,220 - $222,807
2,124 New
2,124 $223,000

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 $84.1B
  • 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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