First Foundation Advisors Duke Energy Corp Transaction History

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024

A detailed history of First Foundation Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, First Foundation Advisors holds 2,075 shares of DUK stock, worth $232,752. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,075
Previous 1,884 10.14%
Holding current value
$232,752
Previous $188,000 27.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$99.35 - $117.71 $18,975 - $22,482
191 Added 10.14%
2,075 $239,000
Q2 2024

Aug 06, 2024
BUY
$92.87 - $104.6 $67,423 - $75,939
726 Added 62.69%
1,884 $188,000
Q1 2024

May 09, 2024
SELL
$90.65 - $99.39 $57,018 - $62,516
-629 Reduced 35.2%
1,158 $111,000
Q4 2023

Feb 14, 2024
SELL
$85.44 - $98.31 $137,814 - $158,574
-1,613 Reduced 47.44%
1,787 $173,000
Q3 2023

Nov 15, 2023
BUY
$86.65 - $95.56 $28,854 - $31,821
333 Added 10.86%
3,400 $300,000
Q2 2023

Aug 14, 2023
BUY
$88.01 - $99.74 $53,774 - $60,941
611 Added 24.88%
3,067 $275,000
Q1 2023

May 12, 2023
SELL
$91.55 - $105.65 $4,577 - $5,282
-50 Reduced 2.0%
2,456 $236,000
Q4 2022

Feb 14, 2023
BUY
$86.82 - $103.84 $24,135 - $28,867
278 Added 12.48%
2,506 $258,000
Q3 2022

Nov 10, 2022
SELL
$24.9 - $110.88 $13,246 - $58,988
-532 Reduced 19.28%
2,228 $207,000
Q3 2022

Nov 10, 2022
SELL
$24.9 - $110.88 $13,246 - $58,988
-532 Reduced 19.28%
2,228 $207,000
Q2 2022

Aug 12, 2022
SELL
$97.82 - $115.43 $57,224 - $67,526
-585 Reduced 17.49%
2,760 $296,000
Q1 2022

May 05, 2022
BUY
$97.04 - $111.66 $324,598 - $373,502
3,345 New
3,345 $374,000
Q2 2019

Aug 14, 2019
SELL
$85.53 - $91.12 $296,275 - $315,639
-3,464 Closed
0 $0
Q1 2019

May 13, 2019
SELL
$83.66 - $91.53 $8,366 - $9,153
-100 Reduced 2.81%
3,464 $312,000
Q4 2018

Feb 14, 2019
SELL
$79.19 - $90.9 $31,755 - $36,450
-401 Reduced 10.11%
3,564 $308,000
Q3 2018

Nov 13, 2018
BUY
$78.09 - $83.47 $20,147 - $21,535
258 Added 6.96%
3,965 $317,000
Q2 2018

Aug 14, 2018
BUY
$72.12 - $80.5 $20,482 - $22,862
284 Added 8.3%
3,707 $293,000
Q1 2018

May 15, 2018
SELL
$74.32 - $83.23 $28,464 - $31,877
-383 Reduced 10.06%
3,423 $265,000
Q4 2017

Feb 14, 2018
BUY
$83.6 - $91.09 $6,520 - $7,105
78 Added 2.09%
3,806 $320,000
Q3 2017

Nov 14, 2017
SELL
$83.92 - $88.34 $70,996 - $74,735
-846 Reduced 18.5%
3,728 $313,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,574
4,574 $382,000

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

DUK Quotes by TradingView
  • 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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