Douglas Lane & Associates, LLC Duke Energy Corp Transaction History

Douglas Lane & Associates, LLC

$7.1 Billion
Q3 2024

A detailed history of Douglas Lane & Associates, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Douglas Lane & Associates, LLC holds 3,434 shares of DUK stock, worth $385,191. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,434

Previous 3,527 2.64%

Holding current value

$385,191

Previous $353,000 11.9%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$99.35 - $117.71 $9,239 - $10,947	-93 Reduced 2.64%	3,434 $395,000
Q2 2024 Jul 08, 2024	SELL	$92.87 - $104.6 $74,667 - $84,098	-804 Reduced 18.56%	3,527 $353,000
Q1 2024 Apr 11, 2024	SELL	$90.65 - $99.39 $362 - $397	-4 Reduced 0.09%	4,331 $418,000
Q4 2023 Jan 17, 2024	BUY	$85.44 - $98.31 $33,065 - $38,045	387 Added 9.8%	4,335 $420,000
Q3 2023 Oct 16, 2023	BUY	$86.65 - $95.56 $953 - $1,051	11 Added 0.28%	3,948 $348,000
Q2 2023 Jul 19, 2023	SELL	$88.01 - $99.74 $43,212 - $48,972	-491 Reduced 11.09%	3,937 $353,000
Q1 2023 Apr 17, 2023	BUY	$91.55 - $105.65 $36,253 - $41,837	396 Added 9.82%	4,428 $427,000
Q4 2022 Feb 14, 2023	SELL	$86.82 - $103.84 $15,453 - $18,483	-178 Reduced 4.23%	4,032 $415,000
Q4 2022 Jan 17, 2023	SELL	$86.82 - $103.84 $10,939 - $13,083	-126 Reduced 2.91%	4,210 $434,000
Q3 2022 Oct 14, 2022	SELL	$24.9 - $110.88 $2,490 - $11,088	-100 Reduced 2.25%	4,336 $403,000
Q2 2022 Jul 18, 2022	SELL	$97.82 - $115.43 $9,782 - $11,543	-100 Reduced 2.2%	4,436 $476,000
Q1 2022 Apr 25, 2022	SELL	$97.04 - $111.66 $56,089 - $64,539	-578 Reduced 11.3%	4,536 $506,000
Q4 2021 Jan 25, 2022	SELL	$96.62 - $104.9 $12,077 - $13,112	-125 Reduced 2.39%	5,114 $536,000
Q3 2021 Oct 21, 2021	BUY	$97.05 - $107.93 $1,746 - $1,942	18 Added 0.34%	5,239 $511,000
Q2 2021 Jul 19, 2021	BUY	$96.28 - $103.74 $125,837 - $135,588	1,307 Added 33.39%	5,221 $515,000
Q1 2021 Apr 19, 2021	SELL	$85.59 - $97.58 $13,095 - $14,929	-153 Reduced 3.76%	3,914 $378,000
Q4 2020 Jan 14, 2021	BUY	$89.04 - $97.31 $10,951 - $11,969	123 Added 3.12%	4,067 $372,000
Q3 2020 Oct 19, 2020	BUY	$79.21 - $88.56 $4,673 - $5,225	59 Added 1.52%	3,944 $349,000
Q2 2020 Jul 28, 2020	BUY	$76.02 - $91.91 $12,999 - $15,716	171 Added 4.6%	3,885 $310,000
Q1 2020 Apr 20, 2020	SELL	$64.15 - $102.43 $1,154 - $1,843	-18 Reduced 0.48%	3,714 $300,000
Q4 2019 Jan 27, 2020	SELL	$86.66 - $97.17 $45,843 - $51,402	-529 Reduced 12.41%	3,732 $340,000
Q3 2019 Oct 16, 2019	BUY	$86.49 - $96.28 $148,157 - $164,927	1,713 Added 67.23%	4,261 $408,000
Q2 2019 Jul 08, 2019	BUY	$85.53 - $91.12 $217,930 - $232,173	2,548 New	2,548 $225,000

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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Douglas Lane & Associates, LLC Duke Energy Corp Transaction History