First Personal Financial Services Duke Energy Corp Transaction History

First Personal Financial Services

$431 Million
Q1 2024

A detailed history of First Personal Financial Services transactions in Duke Energy Corp stock. As of the latest transaction made, First Personal Financial Services holds 15,344 shares of DUK stock, worth $1.54 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

15,344

Previous 7,880 94.72%

Holding current value

$1.54 Million

Previous $764,000 94.11%

% of portfolio

0.34%

Previous 0.19%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$90.65 - $99.39 $676,611 - $741,846	7,464 Added 94.72%	15,344 $1.48 Million
Q3 2023 Oct 19, 2023	SELL	$86.65 - $95.56 $7,538 - $8,313	-87 Reduced 1.09%	7,880 $695,000
Q1 2023 Apr 24, 2023	SELL	$91.55 - $105.65 $71,409 - $82,407	-780 Reduced 8.92%	7,967 $768,000
Q4 2022 Jan 27, 2023	BUY	$86.82 - $103.84 $434 - $519	5 Added 0.06%	8,747 $0
Q3 2022 Oct 27, 2022	SELL	$24.9 - $110.88 $5,378 - $23,950	-216 Reduced 2.41%	8,742 $813,000

Q2 2022 Jul 25, 2022	BUY	$97.82 - $115.43 $70,430 - $83,109	720 Added 8.74%	8,958 $960,000
Q1 2022 May 02, 2022	SELL	$97.04 - $111.66 $12,906 - $14,850	-133 Reduced 1.59%	8,238 $920,000
Q4 2021 Feb 04, 2022	SELL	$96.62 - $104.9 $36,522 - $39,652	-378 Reduced 4.32%	8,371 $878,000
Q2 2021 Aug 02, 2021	BUY	$96.28 - $103.74 $15,982 - $17,220	166 Added 1.93%	8,749 $864,000
Q1 2021 Apr 29, 2021	SELL	$85.59 - $97.58 $23,879 - $27,224	-279 Reduced 3.15%	8,583 $829,000
Q4 2020 Feb 01, 2021	BUY	$89.04 - $97.31 $48,793 - $53,325	548 Added 6.59%	8,862 $811,000
Q3 2020 Nov 02, 2020	SELL	$79.21 - $88.56 $48,080 - $53,755	-607 Reduced 6.8%	8,314 $737,000
Q2 2020 Aug 03, 2020	SELL	$76.02 - $91.91 $20,905 - $25,275	-275 Reduced 2.99%	8,921 $713,000
Q1 2020 Apr 22, 2020	SELL	$64.15 - $102.43 $84,228 - $134,490	-1,313 Reduced 12.49%	9,196 $744,000
Q4 2019 Jan 24, 2020	SELL	$86.66 - $97.17 $291,957 - $327,365	-3,369 Reduced 24.28%	10,509 $958,000
Q3 2019 Oct 15, 2019	SELL	$86.49 - $96.28 $48,693 - $54,205	-563 Reduced 3.9%	13,878 $1.33 Million
Q2 2019 Jul 29, 2019	SELL	$85.53 - $91.12 $30,961 - $32,985	-362 Reduced 2.45%	14,441 $1.28 Million
Q1 2019 Apr 22, 2019	SELL	$83.66 - $91.53 $39,654 - $43,385	-474 Reduced 3.1%	14,803 $1.33 Million
Q4 2018 Jan 30, 2019	SELL	$79.19 - $90.9 $42,129 - $48,358	-532 Reduced 3.37%	15,277 $1.32 Million
Q3 2018 Nov 01, 2018	SELL	$78.09 - $83.47 $76,137 - $81,383	-975 Reduced 5.81%	15,809 $1.27 Million
Q2 2018 Aug 07, 2018	SELL	$72.12 - $80.5 $63,249 - $70,598	-877 Reduced 4.97%	16,784 $1.33 Million
Q1 2018 May 10, 2018	SELL	$74.32 - $83.23 $36,565 - $40,949	-492 Reduced 2.71%	17,661 $1.37 Million
Q4 2017 Jan 25, 2018	BUY	$83.6 - $91.09 $76,243 - $83,074	912 Added 5.29%	18,153 $1.53 Million
Q3 2017 Nov 01, 2017	BUY	$83.92 - $88.34 $1.45 Million - $1.52 Million	17,241	17,241 $1.45 Million

Others Institutions Holding DUK

# of Institutions

2,092

Shares Held

494M

Call Options Held

5.43M

Put Options Held

2.91M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $77.5B
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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First Personal Financial Services Duke Energy Corp Transaction History