A detailed history of Halpern Financial, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Halpern Financial, Inc. holds 123 shares of DUK stock, worth $13,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 123 -0.0%
Holding current value
$13,796
Previous $12.3 Million 16.42%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 09, 2024

SELL
$90.65 - $99.39 $8,339 - $9,143
-92 Reduced 42.79%
123 $11.8 Million
Q4 2023

Jan 19, 2024

BUY
$85.44 - $98.31 $7,860 - $9,044
92 Added 74.8%
215 $21.2 Million
Q1 2022

Sep 21, 2023

SELL
$97.04 - $111.66 $55,021 - $63,311
-567 Reduced 82.17%
123 $13.7 Million
Q4 2021

Sep 21, 2023

BUY
$96.62 - $104.9 $54,783 - $59,478
567 Added 460.98%
690 $72.4 Million
Q3 2021

Sep 21, 2023

SELL
$97.05 - $107.93 $5,725 - $6,367
-59 Reduced 32.42%
123 $12 Million
Q1 2021

Sep 21, 2023

BUY
$85.59 - $97.58 $5,049 - $5,757
59 Added 47.97%
182 $17.6 Million
Q4 2019

Sep 21, 2023

BUY
$86.66 - $97.17 $10,659 - $11,951
123 New
123 $11.2 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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