A detailed history of D.B. Root & Company, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, D.B. Root & Company, LLC holds 4,662 shares of DUK stock, worth $522,936. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,662
Previous 6,557 28.9%
Holding current value
$522,936
Previous $657,000 18.26%
% of portfolio
0.18%
Previous 0.23%

Shares

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

Oct 31, 2024

SELL
$99.35 - $117.71 $188,268 - $223,060
-1,895 Reduced 28.9%
4,662 $537,000
Q2 2024

Jul 15, 2024

SELL
$92.87 - $104.6 $450,883 - $507,833
-4,855 Reduced 42.54%
6,557 $657,000
Q1 2024

Apr 17, 2024

SELL
$90.65 - $99.39 $116,213 - $127,417
-1,282 Reduced 10.1%
11,412 $1.1 Million
Q4 2023

Jan 16, 2024

BUY
$85.44 - $98.31 $6,578 - $7,569
77 Added 0.61%
12,694 $1.23 Million
Q3 2023

Nov 03, 2023

BUY
$86.65 - $95.56 $29,547 - $32,585
341 Added 2.78%
12,617 $1.11 Million
Q2 2023

Jul 18, 2023

BUY
$88.01 - $99.74 $49,373 - $55,954
561 Added 4.79%
12,276 $1.1 Million
Q1 2023

Apr 18, 2023

BUY
$91.55 - $105.65 $57,859 - $66,770
632 Added 5.7%
11,715 $1.13 Million
Q4 2022

Jan 27, 2023

BUY
$86.82 - $103.84 $54,349 - $65,003
626 Added 5.99%
11,083 $0
Q3 2022

Oct 26, 2022

SELL
$24.9 - $110.88 $2,390 - $10,644
-96 Reduced 0.91%
10,457 $972,000
Q2 2022

Jul 21, 2022

BUY
$97.82 - $115.43 $24,944 - $29,434
255 Added 2.48%
10,553 $1.13 Million
Q1 2022

May 06, 2022

BUY
$97.04 - $111.66 $32,896 - $37,852
339 Added 3.4%
10,298 $1.15 Million
Q4 2021

Feb 01, 2022

BUY
$96.62 - $104.9 $1,159 - $1,258
12 Added 0.12%
9,959 $1.04 Million
Q3 2021

Oct 22, 2021

BUY
$97.05 - $107.93 $1,455 - $1,618
15 Added 0.15%
9,947 $970,000
Q2 2021

Jul 28, 2021

BUY
$96.28 - $103.74 $577 - $622
6 Added 0.06%
9,932 $980,000
Q1 2021

May 04, 2021

SELL
$85.59 - $97.58 $1,968 - $2,244
-23 Reduced 0.23%
9,926 $958,000
Q4 2020

Feb 09, 2021

SELL
$89.04 - $97.31 $75,149 - $82,129
-844 Reduced 7.82%
9,949 $910,000
Q3 2020

Oct 22, 2020

SELL
$79.21 - $88.56 $13,386 - $14,966
-169 Reduced 1.54%
10,793 $955,000
Q2 2020

Aug 06, 2020

BUY
$76.02 - $91.91 $10,110 - $12,224
133 Added 1.23%
10,962 $875,000
Q1 2020

Apr 29, 2020

BUY
$64.15 - $102.43 $51,576 - $82,353
804 Added 8.02%
10,829 $875,000
Q4 2019

Jan 14, 2020

SELL
$86.66 - $97.17 $40,210 - $45,086
-464 Reduced 4.42%
10,025 $914,000
Q3 2019

Oct 29, 2019

BUY
$86.49 - $96.28 $25,601 - $28,498
296 Added 2.9%
10,489 $1.01 Million
Q2 2019

Jul 19, 2019

SELL
$85.53 - $91.12 $63,634 - $67,793
-744 Reduced 6.8%
10,193 $899,000
Q1 2019

Apr 12, 2019

SELL
$83.66 - $91.53 $29,699 - $32,493
-355 Reduced 3.14%
10,937 $984,000
Q4 2018

Jan 25, 2019

SELL
$79.19 - $90.9 $19,322 - $22,179
-244 Reduced 2.12%
11,292 $975,000
Q3 2018

Nov 05, 2018

BUY
$78.09 - $83.47 $25,144 - $26,877
322 Added 2.87%
11,536 $923,000
Q2 2018

Jul 25, 2018

BUY
$72.12 - $80.5 $10,241 - $11,431
142 Added 1.28%
11,214 $887,000
Q1 2018

May 02, 2018

BUY
$74.32 - $83.23 $139,424 - $156,139
1,876 Added 20.4%
11,072 $858,000
Q4 2017

Feb 22, 2018

BUY
$83.6 - $91.09 $768,785 - $837,663
9,196
9,196 $773,000

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
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