A detailed history of Financial Advocates Investment Management transactions in Duke Energy Corp stock. As of the latest transaction made, Financial Advocates Investment Management holds 6,634 shares of DUK stock, worth $760,919. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,634
Previous 7,354 9.79%
Holding current value
$760,919
Previous $737,000 3.66%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 25, 2024

SELL
$99.35 - $117.71 $71,532 - $84,751
-720 Reduced 9.79%
6,634 $764,000
Q2 2024

Jul 26, 2024

SELL
$92.87 - $104.6 $81,539 - $91,838
-878 Reduced 10.67%
7,354 $737,000
Q1 2024

May 01, 2024

BUY
$90.65 - $99.39 $34,447 - $37,768
380 Added 4.84%
8,232 $796,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $52,631 - $60,558
616 Added 8.51%
7,852 $761,000
Q3 2023

Oct 27, 2023

SELL
$86.65 - $95.56 $27,468 - $30,292
-317 Reduced 4.2%
7,236 $638,000
Q2 2023

Aug 07, 2023

BUY
$88.01 - $99.74 $79,297 - $89,865
901 Added 13.54%
7,553 $677,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $7,873 - $9,085
86 Added 1.31%
6,652 $641,000
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $364,817 - $436,335
4,202 Added 177.75%
6,566 $676,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $77,588 - $345,502
-3,116 Reduced 56.86%
2,364 $218,000
Q2 2022

Aug 12, 2022

BUY
$97.82 - $115.43 $273,896 - $323,204
2,800 Added 104.48%
5,480 $587,000
Q1 2022

May 11, 2022

SELL
$97.04 - $111.66 $1.24 Million - $1.42 Million
-12,753 Reduced 82.63%
2,680 $299,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $1.27 Million - $1.37 Million
13,107 Added 563.5%
15,433 $572,000
Q3 2021

Nov 04, 2021

BUY
$97.05 - $107.93 $11,451 - $12,735
118 Added 5.34%
2,326 $228,000
Q2 2021

Aug 03, 2021

SELL
$96.28 - $103.74 $2.23 Million - $2.4 Million
-23,138 Reduced 91.29%
2,208 $218,000
Q1 2021

May 10, 2021

BUY
$85.59 - $97.58 $1.95 Million - $2.22 Million
22,780 Added 887.76%
25,346 $1.45 Million
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $13,534 - $14,791
152 Added 6.3%
2,566 $235,000
Q3 2020

Nov 04, 2020

SELL
$79.21 - $88.56 $43,090 - $48,176
-544 Reduced 18.39%
2,414 $214,000
Q2 2020

Aug 14, 2020

SELL
$76.02 - $91.91 $8,438 - $10,202
-111 Reduced 3.62%
2,958 $237,000
Q1 2020

Apr 29, 2020

SELL
$64.15 - $102.43 $8,467 - $13,520
-132 Reduced 4.12%
3,069 $248,000
Q4 2019

Feb 13, 2020

SELL
$86.66 - $97.17 $120,024 - $134,580
-1,385 Reduced 30.2%
3,201 $292,000
Q3 2019

Nov 13, 2019

BUY
$86.49 - $96.28 $108,458 - $120,735
1,254 Added 37.64%
4,586 $439,000
Q2 2019

Aug 08, 2019

BUY
$85.53 - $91.12 $125,900 - $134,128
1,472 Added 79.14%
3,332 $294,000
Q4 2018

Feb 14, 2019

SELL
$79.19 - $90.9 $6,731 - $7,726
-85 Reduced 4.37%
1,860 $160,000
Q3 2018

Nov 14, 2018

BUY
$78.09 - $83.47 $151,885 - $162,349
1,945 New
1,945 $0
Q2 2018

Aug 09, 2018

SELL
$72.12 - $80.5 $222,995 - $248,906
-3,092 Closed
0 $0
Q1 2018

May 11, 2018

BUY
$74.32 - $83.23 $41,173 - $46,109
554 Added 21.83%
3,092 $240,000
Q4 2017

Feb 15, 2018

BUY
$83.6 - $91.09 $212,176 - $231,186
2,538
2,538 $213,000

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 $88.3B
  • 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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.