A detailed history of Concord Asset Management, Llc/Va transactions in Duke Energy Corp stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 17,485 shares of DUK stock, worth $2.06 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
17,485
Previous 5,332 227.93%
Holding current value
$2.06 Million
Previous $575 Million 269.54%
% of portfolio
0.47%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$105.87 - $121.97 $1.29 Million - $1.48 Million
12,153 Added 227.93%
17,485 $2.12 Billion
Q4 2024

Jan 23, 2025

BUY
$105.76 - $120.76 $54,677 - $62,432
517 Added 10.74%
5,332 $575 Million
Q3 2024

Nov 06, 2024

BUY
$99.35 - $117.71 $17,088 - $20,246
172 Added 3.7%
4,815 $555 Million
Q2 2024

Nov 06, 2024

SELL
$92.87 - $104.6 $26,839 - $30,229
-289 Reduced 5.86%
4,643 $465 Million
Q1 2024

Nov 06, 2024

SELL
$90.65 - $99.39 $3,444 - $3,776
-38 Reduced 0.76%
4,932 $477 Million
Q4 2023

Nov 06, 2024

BUY
$85.44 - $98.31 $210,438 - $242,137
2,463 Added 98.24%
4,970 $482 Million
Q3 2023

Nov 06, 2024

BUY
$86.65 - $95.56 $217,231 - $239,568
2,507 New
2,507 $221 Million

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 $90.6B
  • 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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