Ifp Advisors, Inc Duke Energy Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 41,214 shares of DUK stock, worth $4.46 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

41,214

Previous 38,393 7.35%

Holding current value

$4.46 Million

Previous $3.71 Million 11.26%

% of portfolio

0.17%

Previous 0.17%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$92.87 - $104.6 $261,986 - $295,076	2,821 Added 7.35%	41,214 $4.13 Million
Q1 2024 Jul 30, 2024	BUY	$90.65 - $99.39 $1.49 Million - $1.63 Million	16,437 Added 74.86%	38,393 $3.71 Million
Q4 2023 Jan 09, 2024	SELL	$85.44 - $98.31 $1.89 Million - $2.17 Million	-22,113 Reduced 50.18%	21,956 $2.13 Million
Q3 2023 Oct 12, 2023	BUY	$86.65 - $95.56 $1.59 Million - $1.75 Million	18,328 Added 71.2%	44,069 $3.89 Million
Q2 2023 Aug 04, 2023	SELL	$88.01 - $99.74 $401,061 - $454,515	-4,557 Reduced 15.04%	25,741 $2.31 Million
Q1 2023 Apr 18, 2023	SELL	$91.55 - $105.65 $3.67 Million - $4.23 Million	-40,078 Reduced 56.95%	30,298 $2.92 Million
Q4 2022 Feb 07, 2023	BUY	$86.82 - $103.84 $1.93 Million - $2.3 Million	22,186 Added 46.04%	70,376 $5.46 Million
Q3 2022 Nov 08, 2022	BUY	$24.9 - $110.88 $137,771 - $613,499	5,533 Added 12.97%	48,190 $3.74 Million
Q2 2022 Sep 06, 2022	BUY	$97.82 - $115.43 $4.14 Million - $4.89 Million	42,334 Added 13106.5%	42,657 $3.27 Million
Q2 2022 Aug 12, 2022	SELL	$97.82 - $115.43 $4.14 Million - $4.89 Million	-42,334 Reduced 99.24%	323 $24,000
Q1 2022 Sep 06, 2022	BUY	$97.04 - $111.66 $1.68 Million - $1.93 Million	17,311 Added 68.3%	42,657 $4.76 Million
Q1 2022 Aug 08, 2022	BUY	$97.04 - $111.66 $308,684 - $355,190	3,181 Added 14.35%	25,346 $2.83 Million
Q4 2021 Jan 12, 2022	SELL	$96.62 - $104.9 $76,619 - $83,185	-793 Reduced 3.45%	22,165 $2.32 Million
Q3 2021 Oct 06, 2021	BUY	$97.05 - $107.93 $355,494 - $395,347	3,663 Added 18.98%	22,958 $2.24 Million
Q2 2021 Jul 13, 2021	BUY	$96.28 - $103.74 $113,417 - $122,205	1,178 Added 6.5%	19,295 $1.9 Million
Q1 2021 Apr 30, 2021	BUY	$85.59 - $97.58 $99,198 - $113,095	1,159 Added 6.83%	18,117 $1.75 Million
Q4 2020 Jan 25, 2021	SELL	$89.04 - $97.31 $198,292 - $216,709	-2,227 Reduced 11.61%	16,958 $1.55 Million
Q3 2020 Oct 29, 2020	BUY	$79.21 - $88.56 $41,426 - $46,316	523 Added 2.8%	19,185 $1.7 Million
Q2 2020 Aug 05, 2020	BUY	$76.02 - $91.91 $67,809 - $81,983	892 Added 5.02%	18,662 $1.5 Million
Q1 2020 May 12, 2020	SELL	$64.15 - $102.43 $358,790 - $572,890	-5,593 Reduced 23.94%	17,770 $1.44 Million
Q4 2019 Jan 17, 2020	SELL	$86.66 - $97.17 $396,469 - $444,552	-4,575 Reduced 16.38%	23,363 $2.12 Million
Q3 2019 Nov 07, 2019	BUY	$86.49 - $96.28 $1.47 Million - $1.63 Million	16,960 Added 154.49%	27,938 $2.69 Million
Q1 2019 May 15, 2019	SELL	$83.66 - $91.53 $2.6 Million - $2.85 Million	-31,098 Reduced 73.91%	10,978 $984,000
Q4 2018 Jan 23, 2019	SELL	$79.19 - $90.9 $2.13 Million - $2.45 Million	-26,943 Reduced 39.04%	42,076 $3.63 Million
Q3 2018 Oct 25, 2018	BUY	$78.09 - $83.47 $224,664 - $240,143	2,877 Added 4.35%	69,019 $0
Q2 2018 Aug 07, 2018	SELL	$72.12 - $80.5 $117,267 - $130,893	-1,626 Reduced 2.4%	66,142 $0
Q1 2018 Jun 03, 2019	BUY	$74.32 - $83.23 $233,290 - $261,258	3,139 Added 4.86%	67,768 $5.7 Million
Q1 2018 May 09, 2018	SELL	$74.32 - $83.23 $233,290 - $261,258	-3,139 Reduced 4.63%	64,629 $0
Q4 2017 Jan 24, 2018	SELL	$83.6 - $91.09 $5.6 Million - $6.1 Million	-66,990 Reduced 49.71%	67,768 $0
Q3 2017 Oct 30, 2017	BUY	$83.92 - $88.34 $169,770 - $178,711	2,023 Added 1.52%	134,758 $11.3 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-6,117 Reduced 4.41%	132,735 $11.1 Million
Q1 2017 Jun 03, 2019	BUY	N/A	1,835 Added 1.34%	138,852 $11.4 Million
Q4 2016 Jun 03, 2019	BUY	N/A	43,100 Added 45.89%	137,017 $10.6 Million
Q2 2016 Jun 03, 2019	BUY	N/A	82,939 Added 755.5%	93,917 $8.06 Million
Q1 2016 Jun 03, 2019	BUY	N/A	10,978	10,978 $984,000

Others Institutions Holding DUK

# of Institutions

2,288

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 $83.4B
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...

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