Horizon Financial Services, LLC Duke Energy Corp Transaction History

Horizon Financial Services, LLC

$163 Million
Q3 2024

A detailed history of Horizon Financial Services, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Horizon Financial Services, LLC holds 8,757 shares of DUK stock, worth $944,792. This represents 0.62% of its overall portfolio holdings.

Number of Shares

8,757

Previous 8,048 8.81%

Holding current value

$944,792

Previous $806,000 25.19%

% of portfolio

0.62%

Previous 0.53%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$99.35 - $117.71 $70,439 - $83,456	709 Added 8.81%	8,757 $1.01 Million
Q2 2024 Jul 30, 2024	SELL	$92.87 - $104.6 $4,086 - $4,602	-44 Reduced 0.54%	8,048 $806,000
Q1 2024 Apr 26, 2024	BUY	$90.65 - $99.39 $406,837 - $446,062	4,488 Added 124.53%	8,092 $782,000
Q4 2023 Feb 15, 2024	SELL	$85.44 - $98.31 $11,448 - $13,173	-134 Reduced 3.58%	3,604 $349,000
Q3 2023 Oct 25, 2023	BUY	$86.65 - $95.56 $28,681 - $31,630	331 Added 9.72%	3,738 $329,000
Q2 2023 Jul 20, 2023	BUY	$88.01 - $99.74 $20,330 - $23,039	231 Added 7.27%	3,407 $305,000
Q1 2023 Apr 19, 2023	SELL	$91.55 - $105.65 $184,564 - $212,990	-2,016 Reduced 38.83%	3,176 $306,000
Q4 2022 Jan 17, 2023	BUY	$86.82 - $103.84 $694 - $830	8 Added 0.15%	5,192 $0
Q3 2022 Oct 21, 2022	SELL	$24.9 - $110.88 $55,327 - $246,375	-2,222 Reduced 30.0%	5,184 $482,000
Q2 2022 Jul 22, 2022	SELL	$97.82 - $115.43 $45,192 - $53,328	-462 Reduced 5.87%	7,406 $794,000
Q1 2022 Apr 27, 2022	BUY	$97.04 - $111.66 $38,233 - $43,994	394 Added 5.27%	7,868 $879,000
Q4 2021 Jan 31, 2022	SELL	$96.62 - $104.9 $48,213 - $52,345	-499 Reduced 6.26%	7,474 $784,000
Q3 2021 Oct 22, 2021	SELL	$97.05 - $107.93 $93,750 - $104,260	-966 Reduced 10.81%	7,973 $778,000
Q2 2021 Jul 22, 2021	SELL	$96.28 - $103.74 $246,765 - $265,885	-2,563 Reduced 22.28%	8,939 $882,000
Q1 2021 Apr 21, 2021	SELL	$85.59 - $97.58 $272,775 - $310,987	-3,187 Reduced 21.7%	11,502 $1.11 Million
Q4 2020 Jan 19, 2021	SELL	$89.04 - $97.31 $15,671 - $17,126	-176 Reduced 1.18%	14,689 $1.35 Million
Q3 2020 Nov 13, 2020	BUY	$79.21 - $88.56 $1.18 Million - $1.32 Million	14,865 New	14,865 $1.32 Million

Others Institutions Holding DUK

# of Institutions

2,289

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.1B
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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Horizon Financial Services, LLC Duke Energy Corp Transaction History