A detailed history of Cws Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 3,958 shares of DUK stock, worth $443,968. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,958
Previous 3,979 0.53%
Holding current value
$443,968
Previous $398,000 14.57%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 14, 2024

SELL
$99.35 - $117.71 $2,086 - $2,471
-21 Reduced 0.53%
3,958 $456,000
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $92 - $104
1 Added 0.03%
3,979 $398,000
Q1 2024

May 01, 2024

SELL
$90.65 - $99.39 $83,216 - $91,240
-918 Reduced 18.75%
3,978 $384,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $1,196 - $1,376
14 Added 0.29%
4,896 $475,000
Q3 2023

Nov 14, 2023

SELL
$86.65 - $95.56 $10,051 - $11,084
-116 Reduced 2.32%
4,882 $430,000
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $20,594 - $23,339
-234 Reduced 4.47%
4,998 $448,000
Q1 2023

May 09, 2023

BUY
$91.55 - $105.65 $48,338 - $55,783
528 Added 11.22%
5,232 $504,000
Q4 2022

Feb 10, 2023

SELL
$86.82 - $103.84 $25,438 - $30,425
-293 Reduced 5.86%
4,704 $484,000
Q2 2022

Aug 08, 2022

BUY
$97.82 - $115.43 $97 - $115
1 Added 0.02%
4,997 $536,000
Q1 2022

May 03, 2022

BUY
$97.04 - $111.66 $11,353 - $13,064
117 Added 2.4%
4,996 $558,000
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $10,434 - $11,329
108 Added 2.26%
4,879 $512,000
Q2 2021

Aug 06, 2021

BUY
$96.28 - $103.74 $6,450 - $6,950
67 Added 1.42%
4,771 $471,000
Q1 2021

May 13, 2021

BUY
$85.59 - $97.58 $342 - $390
4 Added 0.09%
4,704 $454,000
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $4,452 - $4,865
50 Added 1.08%
4,700 $430,000
Q3 2020

Nov 10, 2020

SELL
$79.21 - $88.56 $52,199 - $58,361
-659 Reduced 12.41%
4,650 $412,000
Q2 2020

Aug 11, 2020

BUY
$76.02 - $91.91 $28,583 - $34,558
376 Added 7.62%
5,309 $424,000
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $427,493 - $479,339
4,933 New
4,933 $450,000

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 $86.4B
  • 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 Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC 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 Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.