A detailed history of First National Advisers, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, First National Advisers, LLC holds 8,421 shares of DUK stock, worth $960,415. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,421
Previous 8,992 6.35%
Holding current value
$960,415
Previous $869,000 2.88%
% of portfolio
0.16%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$92.87 - $104.6 $53,028 - $59,726
-571 Reduced 6.35%
8,421 $844,000
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $369,308 - $404,914
4,074 Added 82.84%
8,992 $869,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $153,108 - $176,171
1,792 Added 57.33%
4,918 $477,000
Q3 2023

Nov 09, 2023

BUY
$86.65 - $95.56 $270,867 - $298,720
3,126 New
3,126 $275,000
Q1 2023

May 10, 2023

BUY
$91.55 - $105.65 $6,133 - $7,078
67 Added 3.32%
2,088 $201,000
Q4 2022

Feb 09, 2023

BUY
$86.82 - $103.84 $25,959 - $31,048
299 Added 17.36%
2,021 $208,000
Q3 2022

Nov 04, 2022

BUY
$24.9 - $110.88 $42,877 - $190,935
1,722 New
1,722 $160,000

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 $87.8B
  • 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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