A detailed history of Kapstone Financial Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 6,358 shares of DUK stock, worth $685,964. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,358
Previous 6,393 0.55%
Holding current value
$685,964
Previous $641 Million 15.07%
% of portfolio
0.45%
Previous 0.42%

Shares

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

Nov 06, 2024

SELL
$99.35 - $117.71 $3,477 - $4,119
-35 Reduced 0.55%
6,358 $737 Million
Q2 2024

Aug 02, 2024

SELL
$92.87 - $104.6 $4,086 - $4,602
-44 Reduced 0.68%
6,393 $641 Million
Q1 2024

May 13, 2024

SELL
$90.65 - $99.39 $1,450 - $1,590
-16 Reduced 0.25%
6,437 $623 Million
Q4 2023

Feb 05, 2024

BUY
$85.44 - $98.31 $3,759 - $4,325
44 Added 0.69%
6,453 $618 Million
Q3 2023

Nov 03, 2023

BUY
$86.65 - $95.56 $1,126 - $1,242
13 Added 0.2%
6,409 $566 Million
Q2 2023

Aug 08, 2023

BUY
$88.01 - $99.74 $7,392 - $8,378
84 Added 1.33%
6,396 $589 Million
Q4 2022

Feb 15, 2023

BUY
$86.82 - $103.84 $548,007 - $655,438
6,312 New
6,312 $644 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 $83.1B
  • 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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