A detailed history of Great Valley Advisor Group, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 10,114 shares of DUK stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,114
Previous 10,241 1.24%
Holding current value
$1.01 Million
Previous $993,000 1.51%
% of portfolio
0.03%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$90.65 - $99.39 $11,512 - $12,622
-127 Reduced 1.24%
10,114 $978,000
Q4 2023

Feb 05, 2024

BUY
$85.44 - $98.31 $163,703 - $188,361
1,916 Added 23.02%
10,241 $993,000
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $20,449 - $22,552
236 Added 2.92%
8,325 $734,000
Q2 2023

Aug 10, 2023

SELL
$88.01 - $99.74 $6,776 - $7,679
-77 Reduced 0.94%
8,089 $725,000
Q1 2023

May 02, 2023

BUY
$91.55 - $105.65 $54,746 - $63,178
598 Added 7.9%
8,166 $787,000
Q4 2022

Jan 31, 2023

SELL
$86.82 - $103.84 $61,034 - $72,999
-703 Reduced 8.5%
7,568 $779,000
Q3 2022

Oct 21, 2022

SELL
$24.9 - $110.88 $5,851 - $26,056
-235 Reduced 2.76%
8,271 $770,000
Q2 2022

Jul 19, 2022

BUY
$97.82 - $115.43 $109,656 - $129,397
1,121 Added 15.18%
8,506 $912,000
Q1 2022

Apr 20, 2022

BUY
$97.04 - $111.66 $80,349 - $92,454
828 Added 12.63%
7,385 $816,000
Q4 2021

Feb 10, 2022

BUY
$96.62 - $104.9 $138,456 - $150,321
1,433 Added 27.97%
6,557 $678,000
Q3 2021

Oct 14, 2021

BUY
$97.05 - $107.93 $16,983 - $18,887
175 Added 3.54%
5,124 $500,000
Q2 2021

Jul 27, 2021

BUY
$96.28 - $103.74 $11,264 - $12,137
117 Added 2.42%
4,949 $486,000
Q1 2021

Apr 20, 2021

SELL
$85.59 - $97.58 $54,863 - $62,548
-641 Reduced 11.71%
4,832 $467,000
Q4 2020

Jan 29, 2021

SELL
$89.04 - $97.31 $15,492 - $16,931
-174 Reduced 3.08%
5,473 $501,000
Q3 2020

Oct 21, 2020

SELL
$79.21 - $88.56 $1,425 - $1,594
-18 Reduced 0.32%
5,647 $499,000
Q2 2020

Jul 31, 2020

SELL
$76.02 - $91.91 $41,050 - $49,631
-540 Reduced 8.7%
5,665 $453,000
Q1 2020

May 15, 2020

BUY
$64.15 - $102.43 $12,573 - $20,076
196 Added 3.26%
6,205 $501,000
Q4 2019

Feb 10, 2020

BUY
$86.66 - $97.17 $22,618 - $25,361
261 Added 4.54%
6,009 $548,000
Q3 2019

Oct 25, 2019

BUY
$86.49 - $96.28 $171,423 - $190,826
1,982 Added 52.63%
5,748 $551,000
Q2 2019

Jul 30, 2019

BUY
$85.53 - $91.12 $97,846 - $104,241
1,144 Added 43.63%
3,766 $332,000
Q1 2019

Apr 26, 2019

BUY
$83.66 - $91.53 $418 - $457
5 Added 0.19%
2,622 $236,000
Q4 2018

Apr 11, 2019

BUY
$79.19 - $90.9 $207,240 - $237,885
2,617 New
2,617 $226,000

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 $76.9B
  • 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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