A detailed history of Investment Advisory Services Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Investment Advisory Services Inc holds 6,025 shares of DUK stock, worth $606,356. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,025
Previous 6,079 0.89%
Holding current value
$606,356
Previous $589,000 1.19%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Apr 25, 2024

SELL
$90.65 - $99.39 $4,895 - $5,367
-54 Reduced 0.89%
6,025 $582,000
Q4 2023

Jan 11, 2024

SELL
$85.44 - $98.31 $47,931 - $55,151
-561 Reduced 8.45%
6,079 $589,000
Q3 2023

Oct 19, 2023

SELL
$86.65 - $95.56 $37,952 - $41,855
-438 Reduced 6.19%
6,640 $586,000
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $27,987 - $31,717
318 Added 4.7%
7,078 $635,000
Q4 2022

Feb 15, 2023

SELL
$86.82 - $103.84 $12,415 - $14,849
-143 Reduced 2.07%
6,760 $696,000
Q3 2022

Oct 27, 2022

SELL
$24.9 - $110.88 $22,335 - $99,459
-897 Reduced 11.5%
6,903 $642,000
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $4,304 - $5,078
44 Added 0.57%
7,800 $836,000
Q1 2022

May 04, 2022

SELL
$97.04 - $111.66 $4,657 - $5,359
-48 Reduced 0.62%
7,756 $866,000
Q4 2021

Feb 02, 2022

BUY
$96.62 - $104.9 $8,212 - $8,916
85 Added 1.1%
7,804 $819,000
Q3 2021

Oct 27, 2021

BUY
$97.05 - $107.93 $6,696 - $7,447
69 Added 0.9%
7,719 $753,000
Q2 2021

Aug 16, 2021

SELL
$96.28 - $103.74 $40,245 - $43,363
-418 Reduced 5.18%
7,650 $755,000
Q4 2020

Mar 10, 2021

BUY
$89.04 - $97.31 $4,006 - $4,378
45 Added 0.56%
8,068 $743,000
Q3 2020

Mar 10, 2021

BUY
$79.21 - $88.56 $16,317 - $18,243
206 Added 2.64%
8,023 $711,000
Q2 2020

Mar 10, 2021

BUY
$76.02 - $91.91 $594,248 - $718,460
7,817 New
7,817 $625,000

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 $77.5B
  • 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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