Jnba Financial Advisors Duke Energy Corp Transaction History

Jnba Financial Advisors

$947 Million
Q2 2024

A detailed history of Jnba Financial Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, Jnba Financial Advisors holds 276 shares of DUK stock, worth $32,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares

276

Previous 276 -0.0%

Holding current value

$32,007

Previous $26,000 3.85%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$85.44 - $98.31 $3,075 - $3,539	-36 Reduced 11.54%	276 $26,000
Q3 2023 Nov 02, 2023	SELL	$86.65 - $95.56 $16,550 - $18,251	-191 Reduced 37.97%	312 $27,000
Q2 2023 Aug 03, 2023	BUY	$88.01 - $99.74 $22,354 - $25,333	254 Added 102.01%	503 $45,000
Q1 2023 May 01, 2023	BUY	$91.55 - $105.65 $4,485 - $5,176	49 Added 24.5%	249 $24,000
Q3 2022 Nov 07, 2022	SELL	$24.9 - $110.88 $971 - $4,324	-39 Reduced 16.32%	200 $19,000
Q2 2022 Jul 22, 2022	BUY	$97.82 - $115.43 $3,814 - $4,501	39 Added 19.5%	239 $26,000
Q1 2022 Apr 29, 2022	BUY	$97.04 - $111.66 $3,105 - $3,573	32 Added 19.05%	200 $22,000
Q4 2021 Feb 03, 2022	BUY	$96.62 - $104.9 $16,232 - $17,623	168 New	168 $18,000
Q1 2020 May 01, 2020	SELL	$64.15 - $102.43 $15,203 - $24,275	-237 Closed	0 $0
Q3 2019 Nov 01, 2019	SELL	$86.49 - $96.28 $8,649 - $9,628	-100 Reduced 29.67%	237 $23,000
Q2 2019 Jul 26, 2019	BUY	$85.53 - $91.12 $8,553 - $9,112	100 Added 42.19%	337 $30,000
Q1 2019 May 01, 2019	SELL	$83.66 - $91.53 $6,943 - $7,596	-83 Reduced 25.94%	237 $21,000
Q4 2018 Feb 07, 2019	SELL	$79.19 - $90.9 $3.77 Million - $4.33 Million	-47,590 Reduced 99.33%	320 $28,000
Q3 2018 Nov 01, 2018	BUY	$78.09 - $83.47 $3.71 Million - $3.97 Million	47,573 Added 14116.62%	47,910 $3.83 Million
Q2 2018 Jul 17, 2018	BUY	$72.12 - $80.5 $7,212 - $8,050	100 Added 42.19%	337 $27,000
Q2 2017 Aug 14, 2017	BUY	N/A	237	237 $20,000

Others Institutions Holding DUK

# of Institutions

2,171

Shares Held

497M

Call Options Held

4.43M

Put Options Held

3.24M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $89.3B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Duke Energy Corp Transaction History