A detailed history of Independent Advisor Alliance transactions in Duke Energy Corp stock. As of the latest transaction made, Independent Advisor Alliance holds 122,708 shares of DUK stock, worth $12.3 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
122,708
Previous 120,111 2.16%
Holding current value
$12.3 Million
Previous $11.7 Million 1.82%
% of portfolio
0.43%
Previous 0.42%

Shares

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

May 08, 2024

BUY
$90.65 - $99.39 $235,418 - $258,115
2,597 Added 2.16%
122,708 $11.9 Million
Q4 2023

Feb 08, 2024

SELL
$85.44 - $98.31 $106,372 - $122,395
-1,245 Reduced 1.03%
120,111 $11.7 Million
Q3 2023

Oct 24, 2023

BUY
$86.65 - $95.56 $223,557 - $246,544
2,580 Added 2.17%
121,356 $10.7 Million
Q2 2023

Jul 28, 2023

BUY
$88.01 - $99.74 $5,632 - $6,383
64 Added 0.05%
118,776 $10.7 Million
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $284,354 - $328,148
-3,106 Reduced 2.55%
118,712 $11.5 Million
Q4 2022

Feb 13, 2023

SELL
$86.82 - $103.84 $56,172 - $67,184
-647 Reduced 0.53%
121,818 $12.5 Million
Q3 2022

Nov 04, 2022

SELL
$24.9 - $110.88 $944,008 - $4.2 Million
-37,912 Reduced 23.64%
122,465 $11.4 Million
Q2 2022

Aug 04, 2022

BUY
$97.82 - $115.43 $1.34 Million - $1.58 Million
13,703 Added 9.34%
160,377 $17.2 Million
Q1 2022

May 06, 2022

SELL
$97.04 - $111.66 $1.78 Million - $2.04 Million
-18,298 Reduced 11.09%
146,674 $16.4 Million
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $1.06 Million - $1.16 Million
11,015 Added 7.15%
164,972 $17.3 Million
Q3 2021

Nov 01, 2021

BUY
$97.05 - $107.93 $280,571 - $312,025
2,891 Added 1.91%
153,957 $15 Million
Q2 2021

Aug 12, 2021

BUY
$96.28 - $103.74 $12,805 - $13,797
133 Added 0.09%
151,066 $14.9 Million
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $343,387 - $391,490
4,012 Added 2.73%
150,933 $14.6 Million
Q4 2020

Feb 11, 2021

BUY
$89.04 - $97.31 $2.15 Million - $2.34 Million
24,095 Added 19.62%
146,921 $13.5 Million
Q3 2020

Nov 04, 2020

BUY
$79.21 - $88.56 $195,411 - $218,477
2,467 Added 2.05%
122,826 $10.9 Million
Q2 2020

Aug 06, 2020

BUY
$76.02 - $91.91 $314,950 - $380,783
4,143 Added 3.56%
120,359 $9.62 Million
Q1 2020

May 14, 2020

SELL
$64.15 - $102.43 $1.57 Million - $2.5 Million
-24,443 Reduced 17.38%
116,216 $9.4 Million
Q4 2019

Feb 07, 2020

BUY
$86.66 - $97.17 $42,376 - $47,516
489 Added 0.35%
140,659 $12.8 Million
Q3 2019

Nov 12, 2019

SELL
$86.49 - $96.28 $721,932 - $803,649
-8,347 Reduced 5.62%
140,170 $13.4 Million
Q2 2019

Aug 12, 2019

BUY
$85.53 - $91.12 $107,511 - $114,537
1,257 Added 0.85%
148,517 $11 Million
Q1 2019

May 07, 2019

BUY
$83.66 - $91.53 $3.01 Million - $3.3 Million
36,035 Added 32.4%
147,260 $13.3 Million
Q4 2018

Feb 12, 2019

BUY
$79.19 - $90.9 $1.41 Million - $1.62 Million
17,827 Added 19.09%
111,225 $9.61 Million
Q3 2018

Nov 13, 2018

BUY
$78.09 - $83.47 $75,903 - $81,132
972 Added 1.05%
93,398 $7.15 Million
Q2 2018

Aug 08, 2018

BUY
$72.12 - $80.5 $489,478 - $546,353
6,787 Added 7.93%
92,426 $7.03 Million
Q1 2018

May 15, 2018

SELL
$74.32 - $83.23 $18,951 - $21,223
-255 Reduced 0.3%
85,639 $6.6 Million
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $846,951 - $922,832
10,131 Added 13.37%
85,894 $7.06 Million
Q3 2017

Nov 15, 2017

BUY
$83.92 - $88.34 $221,129 - $232,775
2,635 Added 3.6%
75,763 $6.43 Million
Q2 2017

Aug 14, 2017

BUY
N/A
73,128
73,128 $6.08 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 $77.4B
  • 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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