A detailed history of J.W. Cole Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 31,137 shares of DUK stock, worth $3.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
31,137
Previous 25,613 21.57%
Holding current value
$3.39 Million
Previous $2.57 Million 39.85%
% of portfolio
0.15%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$99.35 - $117.71 $548,809 - $650,230
5,524 Added 21.57%
31,137 $3.59 Million
Q2 2024

Aug 08, 2024

SELL
$92.87 - $104.6 $4,922 - $5,543
-53 Reduced 0.21%
25,613 $2.57 Million
Q1 2024

Apr 30, 2024

SELL
$90.65 - $99.39 $164,529 - $180,392
-1,815 Reduced 6.6%
25,666 $2.48 Million
Q4 2023

Jan 31, 2024

BUY
$85.44 - $98.31 $9,825 - $11,305
115 Added 0.42%
27,481 $2.67 Million
Q3 2023

Oct 24, 2023

BUY
$86.65 - $95.56 $84,310 - $92,979
973 Added 3.69%
27,366 $2.42 Million
Q2 2023

Jul 27, 2023

BUY
$88.01 - $99.74 $1,936 - $2,194
22 Added 0.08%
26,393 $2.37 Million
Q1 2023

May 03, 2023

BUY
$91.55 - $105.65 $418,749 - $483,243
4,574 Added 20.98%
26,371 $2.54 Million
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $29,605 - $35,409
-341 Reduced 1.54%
21,797 $2.24 Million
Q3 2022

Oct 31, 2022

BUY
$24.9 - $110.88 $46,662 - $207,789
1,874 Added 9.25%
22,138 $2.06 Million
Q2 2022

Jul 27, 2022

BUY
$97.82 - $115.43 $36,486 - $43,055
373 Added 1.88%
20,264 $2.17 Million
Q1 2022

Jun 10, 2022

SELL
$97.04 - $111.66 $232 Million - $267 Million
-2,393,911 Reduced 99.18%
19,891 $2.22 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $232 Million - $267 Million
2,391,449 Added 10698.56%
2,413,802 $384,000
Q4 2021

Jan 25, 2022

BUY
$96.62 - $104.9 $146,089 - $158,608
1,512 Added 7.25%
22,353 $2.35 Million
Q3 2021

Oct 26, 2021

BUY
$97.05 - $107.93 $379,659 - $422,222
3,912 Added 23.11%
20,841 $2.03 Million
Q2 2021

Aug 06, 2021

BUY
$96.28 - $103.74 $163,387 - $176,046
1,697 Added 11.14%
16,929 $1.67 Million
Q1 2021

Apr 28, 2021

SELL
$85.59 - $97.58 $79,427 - $90,554
-928 Reduced 5.74%
15,232 $1.47 Million
Q4 2020

Feb 12, 2021

SELL
$89.04 - $97.31 $4.25 Million - $4.64 Million
-47,683 Reduced 74.69%
16,160 $1.48 Million
Q3 2020

Nov 05, 2020

BUY
$79.21 - $88.56 $3.69 Million - $4.13 Million
46,590 Added 270.04%
63,843 $5.65 Million
Q2 2020

Aug 07, 2020

BUY
$76.02 - $91.91 $1.31 Million - $1.59 Million
17,253 New
17,253 $1.38 Million
Q1 2020

May 07, 2020

SELL
$64.15 - $102.43 $1.44 Million - $2.3 Million
-22,465 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$86.66 - $97.17 $1.95 Million - $2.18 Million
22,465 New
22,465 $2.05 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 $83.9B
  • 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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.