A detailed history of Consolidated Planning Corp transactions in Duke Energy Corp stock. As of the latest transaction made, Consolidated Planning Corp holds 2,185 shares of DUK stock, worth $248,084. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,185
Previous 2,443 10.56%
Holding current value
$248,084
Previous $244,000 2.87%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 31, 2024

SELL
$99.35 - $117.71 $25,632 - $30,369
-258 Reduced 10.56%
2,185 $251,000
Q2 2024

Aug 02, 2024

SELL
$92.87 - $104.6 $47,920 - $53,973
-516 Reduced 17.44%
2,443 $244,000
Q1 2024

May 02, 2024

SELL
$90.65 - $99.39 $174,501 - $191,325
-1,925 Reduced 39.41%
2,959 $286,000
Q4 2023

Feb 02, 2024

SELL
$85.44 - $98.31 $309,378 - $355,980
-3,621 Reduced 42.57%
4,884 $473,000
Q3 2023

Nov 08, 2023

SELL
$86.65 - $95.56 $55,022 - $60,680
-635 Reduced 6.95%
8,505 $750,000
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $804,411 - $911,623
9,140 New
9,140 $820,000
Q4 2021

Feb 11, 2022

SELL
$96.62 - $104.9 $85,508 - $92,836
-885 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$97.05 - $107.93 $85,889 - $95,518
885 New
885 $86,000

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 $87.4B
  • 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
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.