A detailed history of Klcm Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Klcm Advisors, Inc. holds 7,330 shares of DUK stock, worth $775,220. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,330
Previous 6,063 20.9%
Holding current value
$775,220
Previous $607,000 39.21%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 06, 2024

BUY
$99.35 - $117.71 $125,876 - $149,138
1,267 Added 20.9%
7,330 $845,000
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $81,911 - $92,257
882 Added 17.02%
6,063 $607,000
Q1 2024

May 16, 2024

BUY
$90.65 - $99.39 $13,053 - $14,312
144 Added 2.86%
5,181 $501,000
Q4 2023

Jan 30, 2024

SELL
$85.44 - $98.31 $3,673 - $4,227
-43 Reduced 0.85%
5,037 $488,000
Q2 2023

Aug 08, 2023

BUY
$88.01 - $99.74 $30,803 - $34,909
350 Added 7.4%
5,080 $455,000
Q1 2023

May 11, 2023

SELL
$91.55 - $105.65 $91,550 - $105,650
-1,000 Reduced 17.45%
4,730 $456,000
Q4 2022

Feb 10, 2023

BUY
$86.82 - $103.84 $89,250 - $106,747
1,028 Added 21.86%
5,730 $590,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $31,374 - $139,708
-1,260 Reduced 21.13%
4,702 $437,000
Q2 2022

Aug 04, 2022

BUY
$97.82 - $115.43 $124,231 - $146,596
1,270 Added 27.07%
5,962 $639,000
Q1 2022

May 03, 2022

BUY
$97.04 - $111.66 $12,906 - $14,850
133 Added 2.92%
4,692 $524,000
Q4 2021

Jan 31, 2022

SELL
$96.62 - $104.9 $9,662 - $10,490
-100 Reduced 2.15%
4,559 $478,000
Q3 2021

Nov 16, 2021

BUY
$97.05 - $107.93 $36,879 - $41,013
380 Added 8.88%
4,659 $455,000
Q2 2021

Aug 03, 2021

BUY
$96.28 - $103.74 $46,214 - $49,795
480 Added 12.63%
4,279 $422,000
Q4 2019

Feb 04, 2020

BUY
$86.66 - $97.17 $329,221 - $369,148
3,799 New
3,799 $347,000

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 $81.4B
  • 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 Klcm Advisors, Inc. Portfolio

Follow Klcm 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 Klcm Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Klcm Advisors, Inc. with notifications on news.