Cypress Wealth Services, LLC Duke Energy Corp Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 5,550 shares of DUK stock, worth $622,543. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,550

Previous 3,941 40.83%

Holding current value

$622,543

Previous $395,000 61.77%

% of portfolio

0.14%

Previous 0.09%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$99.35 - $117.71 $159,854 - $189,395	1,609 Added 40.83%	5,550 $639,000
Q2 2024 Jul 12, 2024	BUY	$92.87 - $104.6 $2,693 - $3,033	29 Added 0.74%	3,941 $395,000
Q1 2024 Apr 15, 2024	SELL	$90.65 - $99.39 $12,419 - $13,616	-137 Reduced 3.38%	3,912 $378,000
Q4 2023 Jan 10, 2024	SELL	$85.44 - $98.31 $7,689 - $8,847	-90 Reduced 2.17%	4,049 $392,000
Q2 2023 Jul 21, 2023	BUY	$88.01 - $99.74 $72,520 - $82,185	824 Added 24.86%	4,139 $371,000
Q1 2023 Apr 07, 2023	SELL	$91.55 - $105.65 $50,535 - $58,318	-552 Reduced 14.27%	3,315 $319,000
Q4 2022 Jan 18, 2023	BUY	$86.82 - $103.84 $19,621 - $23,467	226 Added 6.21%	3,867 $0
Q3 2022 Oct 14, 2022	BUY	$24.9 - $110.88 $647 - $2,882	26 Added 0.72%	3,641 $324,000
Q2 2022 Jul 27, 2022	BUY	$97.82 - $115.43 $68,669 - $81,031	702 Added 24.1%	3,615 $388,000
Q1 2022 Apr 22, 2022	BUY	$97.04 - $111.66 $56,865 - $65,432	586 Added 25.18%	2,913 $325,000
Q4 2021 Jan 19, 2022	BUY	$96.62 - $104.9 $9,178 - $9,965	95 Added 4.26%	2,327 $244,000
Q3 2021 Oct 13, 2021	SELL	$97.05 - $107.93 $66,576 - $74,039	-686 Reduced 23.51%	2,232 $218,000
Q2 2021 Jul 14, 2021	BUY	$96.28 - $103.74 $57,094 - $61,517	593 Added 25.51%	2,918 $288,000
Q1 2021 Apr 28, 2021	SELL	$85.59 - $97.58 $105,446 - $120,218	-1,232 Reduced 34.64%	2,325 $224,000
Q4 2020 Jan 22, 2021	SELL	$89.04 - $97.31 $35,794 - $39,118	-402 Reduced 10.15%	3,557 $326,000
Q2 2020 Jul 15, 2020	BUY	$76.02 - $91.91 $7,754 - $9,374	102 Added 2.64%	3,959 $316,000
Q1 2020 Apr 10, 2020	BUY	$64.15 - $102.43 $6,158 - $9,833	96 Added 2.55%	3,857 $312,000
Q4 2019 Jan 14, 2020	BUY	$86.66 - $97.17 $25,478 - $28,567	294 Added 8.48%	3,761 $343,000
Q3 2019 Oct 16, 2019	BUY	$86.49 - $96.28 $5,881 - $6,547	68 Added 2.0%	3,467 $332,000
Q2 2019 Jul 24, 2019	BUY	$85.53 - $91.12 $24,889 - $26,515	291 Added 9.36%	3,399 $300,000
Q1 2019 Apr 19, 2019	BUY	$83.66 - $91.53 $6,023 - $6,590	72 Added 2.37%	3,108 $280,000
Q4 2018 Jan 22, 2019	BUY	$79.19 - $90.9 $1,900 - $2,181	24 Added 0.8%	3,036 $262,000
Q3 2018 Oct 19, 2018	BUY	$78.09 - $83.47 $5,622 - $6,009	72 Added 2.45%	3,012 $241,000
Q2 2018 Aug 06, 2018	SELL	$72.12 - $80.5 $112,939 - $126,063	-1,566 Reduced 34.75%	2,940 $232,000
Q1 2018 May 01, 2018	SELL	$74.32 - $83.23 $30,694 - $34,373	-413 Reduced 8.4%	4,506 $349,000
Q4 2017 Feb 05, 2018	BUY	$83.6 - $91.09 $411,228 - $448,071	4,919	4,919 $414,000

Others Institutions Holding DUK

# of Institutions

2,283

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 $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...

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Cypress Wealth Services, LLC Duke Energy Corp Transaction History