A detailed history of Crestwood Advisors Group LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 5,098 shares of DUK stock, worth $584,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,098
Previous 5,244 2.78%
Holding current value
$584,740
Previous $525,000 11.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$99.35 - $117.71 $14,505 - $17,185
-146 Reduced 2.78%
5,098 $587,000
Q2 2024

Aug 01, 2024

SELL
$92.87 - $104.6 $42,720 - $48,116
-460 Reduced 8.06%
5,244 $525,000
Q1 2024

May 08, 2024

SELL
$90.65 - $99.39 $269,502 - $295,486
-2,973 Reduced 34.26%
5,704 $551,000
Q4 2023

Jan 29, 2024

SELL
$85.44 - $98.31 $26,571 - $30,574
-311 Reduced 3.46%
8,677 $842,000
Q3 2023

Nov 15, 2023

BUY
$86.65 - $95.56 $474,842 - $523,668
5,480 Added 156.21%
8,988 $793,000
Q2 2023

Aug 15, 2023

SELL
$88.01 - $99.74 $15,401 - $17,454
-175 Reduced 4.75%
3,508 $314,000
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $138,515 - $159,848
-1,513 Reduced 29.12%
3,683 $355,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $170,080 - $203,422
-1,959 Reduced 27.38%
5,196 $535,000
Q3 2022

Oct 26, 2022

BUY
$24.9 - $110.88 $20,716 - $92,252
832 Added 13.16%
7,155 $666,000
Q2 2022

Jul 07, 2022

SELL
$97.82 - $115.43 $246,995 - $291,460
-2,525 Reduced 28.54%
6,323 $678,000
Q1 2022

Apr 12, 2022

SELL
$97.04 - $111.66 $16,496 - $18,982
-170 Reduced 1.89%
8,848 $988,000
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $3,188 - $3,461
33 Added 0.37%
9,018 $946,000
Q3 2021

Nov 03, 2021

BUY
$97.05 - $107.93 $15,625 - $17,376
161 Added 1.82%
8,985 $877,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $69,225 - $74,589
719 Added 8.87%
8,824 $871,000
Q1 2021

Apr 21, 2021

BUY
$85.59 - $97.58 $96,203 - $109,679
1,124 Added 16.1%
8,105 $782,000
Q4 2020

Feb 09, 2021

BUY
$89.04 - $97.31 $78,355 - $85,632
880 Added 14.42%
6,981 $639,000
Q3 2020

Oct 06, 2020

SELL
$79.21 - $88.56 $871 - $974
-11 Reduced 0.18%
6,101 $540,000
Q2 2020

Aug 14, 2020

SELL
$76.02 - $91.91 $14,063 - $17,003
-185 Reduced 2.94%
6,112 $488,000
Q1 2020

May 15, 2020

SELL
$64.15 - $102.43 $22,131 - $35,338
-345 Reduced 5.19%
6,297 $509,000
Q4 2019

Feb 12, 2020

BUY
$86.66 - $97.17 $11,265 - $12,632
130 Added 2.0%
6,642 $606,000
Q3 2019

Nov 13, 2019

BUY
$86.49 - $96.28 $59,505 - $66,240
688 Added 11.81%
6,512 $624,000
Q2 2019

Aug 14, 2019

BUY
$85.53 - $91.12 $117,774 - $125,472
1,377 Added 30.96%
5,824 $514,000
Q1 2019

May 09, 2019

SELL
$83.66 - $91.53 $3,011 - $3,295
-36 Reduced 0.8%
4,447 $400,000
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $31,596 - $36,269
399 Added 9.77%
4,483 $387,000
Q3 2018

Nov 15, 2018

BUY
$78.09 - $83.47 $39,045 - $41,735
500 Added 13.95%
4,084 $327,000
Q2 2018

Aug 14, 2018

SELL
$72.12 - $80.5 $9,736 - $10,867
-135 Reduced 3.63%
3,584 $0
Q1 2018

May 14, 2018

SELL
$74.32 - $83.23 $3,121 - $3,495
-42 Reduced 1.12%
3,719 $288,000
Q4 2017

Jan 11, 2018

SELL
$83.6 - $91.09 $20,064 - $21,861
-240 Reduced 6.0%
3,761 $316,000
Q3 2017

Nov 20, 2017

BUY
$83.92 - $88.34 $335,763 - $353,448
4,001
4,001 $336,000

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 $88.3B
  • 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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