Crewe Advisors LLC Duke Energy Corp Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

A detailed history of Crewe Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Crewe Advisors LLC holds 5,452 shares of DUK stock, worth $588,216. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,452

Previous 5,411 0.76%

Holding current value

$588,216

Previous $542,000 15.87%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$99.35 - $117.71 $4,073 - $4,826	41 Added 0.76%	5,452 $628,000
Q2 2024 Jul 29, 2024	BUY	$92.87 - $104.6 $3,529 - $3,974	38 Added 0.71%	5,411 $542,000
Q1 2024 May 13, 2024	BUY	$90.65 - $99.39 $487,062 - $534,022	5,373 New	5,373 $519,000
Q2 2023 Jul 28, 2023	BUY	$88.01 - $99.74 $3,520 - $3,989	40 Added 0.77%	5,205 $467,000
Q1 2023 May 12, 2023	SELL	$91.55 - $105.65 $6,316 - $7,289	-69 Reduced 1.32%	5,165 $498,000
Q4 2022 Feb 07, 2023	SELL	$86.82 - $103.84 $30,213 - $36,136	-348 Reduced 6.23%	5,234 $538,000
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $3,585 - $15,966	144 Added 2.65%	5,582 $519,000
Q2 2022 Aug 02, 2022	BUY	$97.82 - $115.43 $66,419 - $78,376	679 Added 14.27%	5,438 $583,000
Q1 2022 Apr 27, 2022	BUY	$97.04 - $111.66 $33,769 - $38,857	348 Added 7.89%	4,759 $531,000
Q4 2021 Feb 10, 2022	BUY	$96.62 - $104.9 $8,792 - $9,545	91 Added 2.11%	4,411 $463,000
Q3 2021 Oct 29, 2021	BUY	$97.05 - $107.93 $3,202 - $3,561	33 Added 0.77%	4,320 $422,000
Q4 2020 Jan 27, 2021	SELL	$89.04 - $97.31 $6,588 - $7,200	-74 Reduced 1.7%	4,287 $393,000
Q3 2020 Oct 13, 2020	BUY	$79.21 - $88.56 $5,861 - $6,553	74 Added 1.73%	4,361 $386,000
Q2 2020 Jul 24, 2020	BUY	$76.02 - $91.91 $18,320 - $22,150	241 Added 5.96%	4,287 $342,000
Q3 2019 Nov 06, 2019	SELL	$86.49 - $96.28 $432 - $481	-5 Reduced 0.12%	4,046 $388,000
Q1 2019 May 10, 2019	BUY	$83.66 - $91.53 $418 - $457	5 Added 0.12%	4,051 $365,000
Q3 2018 Nov 13, 2018	BUY	$78.09 - $83.47 $9,058 - $9,682	116 Added 2.95%	4,046 $324,000
Q4 2017 Feb 09, 2018	BUY	$83.6 - $91.09 $328,548 - $357,983	3,930	3,930 $331,000

Others Institutions Holding DUK

# of Institutions

2,289

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.1B
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...

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Crewe Advisors LLC Duke Energy Corp Transaction History