A detailed history of Kozak & Associates, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Kozak & Associates, Inc. holds 911 shares of DUK stock, worth $99,271. This represents 0.03% of its overall portfolio holdings.

Number of Shares
911
Previous 903 0.89%
Holding current value
$99,271
Previous $90,000 16.67%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$99.35 - $117.71 $794 - $941
8 Added 0.89%
911 $105,000
Q2 2024

Jul 05, 2024

BUY
$92.87 - $104.6 $835 - $941
9 Added 1.01%
903 $90,000
Q1 2024

May 17, 2024

BUY
$90.65 - $99.39 $906 - $993
10 Added 1.13%
894 $86,000
Q4 2023

Jan 17, 2024

BUY
$85.44 - $98.31 $768 - $884
9 Added 1.03%
884 $85,000
Q3 2023

Oct 17, 2023

BUY
$86.65 - $95.56 $1,559 - $1,720
18 Added 2.1%
875 $77,000
Q2 2023

Jul 05, 2023

BUY
$88.01 - $99.74 $880 - $997
10 Added 1.18%
857 $76,000
Q1 2023

Apr 03, 2023

SELL
$91.55 - $105.65 $4,669 - $5,388
-51 Reduced 5.68%
847 $81,000
Q4 2022

Jan 03, 2023

BUY
$86.82 - $103.84 $781 - $934
9 Added 1.01%
898 $92,000
Q3 2022

Oct 12, 2022

BUY
$24.9 - $110.88 $199 - $887
8 Added 0.91%
889 $80,000
Q2 2022

Oct 12, 2022

BUY
$97.82 - $115.43 $1,467 - $1,731
15 Added 1.73%
881 $95,000
Q4 2021

Mar 11, 2022

BUY
$96.62 - $104.9 $6,473 - $7,028
67 Added 8.39%
866 $92,000
Q3 2021

Nov 16, 2021

BUY
$97.05 - $107.93 $77,542 - $86,236
799 New
799 $80,000

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 $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
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