A detailed history of Guardian Capital Advisors LP transactions in Duke Energy Corp stock. As of the latest transaction made, Guardian Capital Advisors LP holds 126,523 shares of DUK stock, worth $14.2 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
126,523
Previous 125,151 1.1%
Holding current value
$14.2 Million
Previous $12.5 Million 16.3%
% of portfolio
1.51%
Previous 1.43%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $136,308 - $161,498
1,372 Added 1.1%
126,523 $14.6 Million
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $210,629 - $237,232
2,268 Added 1.85%
125,151 $12.5 Million
Q1 2024

May 14, 2024

SELL
$90.65 - $99.39 $98,083 - $107,539
-1,082 Reduced 0.87%
122,883 $11.9 Million
Q4 2023

Feb 08, 2024

SELL
$85.44 - $98.31 $97,828 - $112,564
-1,145 Reduced 0.92%
123,965 $12 Million
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $89,769 - $99,000
-1,036 Reduced 0.82%
125,110 $11 Million
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $278,903 - $316,076
3,169 Added 2.58%
126,146 $11.3 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $227,410 - $262,434
2,484 Added 2.06%
122,977 $11.9 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $28,563 - $34,163
329 Added 0.27%
120,493 $12.4 Million
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $91,656 - $408,149
-3,681 Reduced 2.97%
120,164 $10.3 Million
Q2 2022

Aug 12, 2022

SELL
$97.82 - $115.43 $32,769 - $38,669
-335 Reduced 0.27%
123,845 $13.2 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $74,914 - $86,201
772 Added 0.63%
124,180 $14.3 Million
Q4 2021

Feb 10, 2022

BUY
$96.62 - $104.9 $53,237 - $57,799
551 Added 0.45%
123,408 $12.8 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $93,459 - $103,936
963 Added 0.79%
122,857 $12.4 Million
Q2 2021

Aug 17, 2021

BUY
$96.28 - $103.74 $157,514 - $169,718
1,636 Added 1.36%
121,894 $12.1 Million
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $176,144 - $200,819
2,058 Added 1.74%
120,258 $11.9 Million
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $488,028 - $533,356
5,481 Added 4.86%
118,200 $10.6 Million
Q3 2020

Nov 16, 2020

BUY
$79.21 - $88.56 $317,156 - $354,594
4,004 Added 3.68%
112,719 $10.4 Million
Q2 2020

Aug 13, 2020

BUY
$76.02 - $91.91 $74,499 - $90,071
980 Added 0.91%
108,715 $6.5 Million
Q1 2020

May 15, 2020

SELL
$64.15 - $102.43 $7,056 - $11,267
-110 Reduced 0.1%
107,735 $5.87 Million
Q4 2019

Feb 13, 2020

BUY
$86.66 - $97.17 $7,886 - $8,842
91 Added 0.08%
107,845 $9.85 Million
Q3 2019

Nov 14, 2019

BUY
$86.49 - $96.28 $196,332 - $218,555
2,270 Added 2.15%
107,754 $10.2 Million
Q2 2019

Aug 14, 2019

BUY
$85.53 - $91.12 $117,347 - $125,016
1,372 Added 1.32%
105,484 $9.5 Million
Q1 2019

May 15, 2019

BUY
$83.66 - $91.53 $43,419 - $47,504
519 Added 0.5%
104,112 $9.28 Million
Q4 2018

Feb 13, 2019

BUY
$79.19 - $90.9 $50,919 - $58,448
643 Added 0.62%
103,593 $8.67 Million
Q3 2018

Nov 13, 2018

SELL
$78.09 - $83.47 $39,513 - $42,235
-506 Reduced 0.49%
102,950 $8.47 Million
Q2 2018

Aug 14, 2018

BUY
$72.12 - $80.5 $125,344 - $139,909
1,738 Added 1.71%
103,456 $8.36 Million
Q1 2018

May 15, 2018

BUY
$74.32 - $83.23 $135,931 - $152,227
1,829 Added 1.83%
101,718 $7.8 Million
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $122,641 - $133,629
1,467 Added 1.49%
99,889 $7.67 Million
Q3 2017

Nov 15, 2017

BUY
$83.92 - $88.34 $47,498 - $50,000
566 Added 0.58%
98,422 $8.65 Million
Q2 2017

Aug 14, 2017

BUY
N/A
97,856
97,856 $8.16 Million

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 $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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