A detailed history of Institutional & Family Asset Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 2,169 shares of DUK stock, worth $233,861. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,169
Previous 2,169 -0.0%
Holding current value
$233,861
Previous $209,000 3.83%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 30, 2020

SELL
$79.21 - $88.56 $3,247 - $3,630
-41 Reduced 1.86%
2,169 $192,000
Q1 2020

May 14, 2020

SELL
$64.15 - $102.43 $7,184 - $11,472
-112 Reduced 4.82%
2,210 $179,000
Q4 2019

Feb 14, 2020

SELL
$86.66 - $97.17 $34,923 - $39,159
-403 Reduced 14.79%
2,322 $212,000
Q3 2019

Nov 14, 2019

BUY
$86.49 - $96.28 $16,692 - $18,582
193 Added 7.62%
2,725 $261,000
Q1 2019

May 13, 2019

SELL
$83.66 - $91.53 $58,227 - $63,704
-696 Reduced 21.56%
2,532 $228,000
Q4 2018

Feb 14, 2019

SELL
$79.19 - $90.9 $51,711 - $59,357
-653 Reduced 16.83%
3,228 $279,000
Q2 2018

Aug 13, 2018

BUY
$72.12 - $80.5 $115,392 - $128,800
1,600 Added 70.14%
3,881 $307,000
Q1 2018

May 14, 2018

SELL
$74.32 - $83.23 $118,911 - $133,168
-1,600 Reduced 41.23%
2,281 $177,000
Q3 2017

Nov 14, 2017

BUY
$83.92 - $88.34 $1,846 - $1,943
22 Added 0.57%
3,881 $326,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,859
3,859 $323,000

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 $83B
  • 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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