A detailed history of Lake Street Advisors Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 6,426 shares of DUK stock, worth $693,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,426
Previous 6,211 3.46%
Holding current value
$693,301
Previous $622,000 18.97%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024

BUY
$99.35 - $117.71 $21,360 - $25,307
215 Added 3.46%
6,426 $740,000
Q2 2024

Aug 05, 2024

SELL
$92.87 - $104.6 $15,602 - $17,572
-168 Reduced 2.63%
6,211 $622,000
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $227,894 - $249,866
2,514 Added 65.05%
6,379 $616,000
Q4 2023

May 30, 2024

SELL
$85.44 - $98.31 $85,696 - $98,604
-1,003 Reduced 15.72%
5,376 $521,000
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $330,225 - $379,968
3,865 New
3,865 $375,000
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $319,876 - $355,737
-3,296 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $3,177 - $3,423
33 Added 1.01%
3,296 $348,000
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $28,159 - $32,103
329 Added 11.21%
3,263 $315,000
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $13,712 - $14,985
154 Added 5.54%
2,934 $269,000
Q3 2020

Nov 13, 2020

BUY
$79.21 - $88.56 $220,203 - $246,196
2,780 New
2,780 $246,000
Q2 2020

Aug 13, 2020

SELL
$76.02 - $91.91 $259,532 - $313,780
-3,414 Closed
0 $0
Q1 2020

May 14, 2020

BUY
$64.15 - $102.43 $44,263 - $70,676
690 Added 25.33%
3,414 $276,000
Q4 2019

Feb 12, 2020

BUY
$86.66 - $97.17 $23,311 - $26,138
269 Added 10.96%
2,724 $248,000
Q2 2019

Aug 14, 2019

BUY
$85.53 - $91.12 $209,976 - $223,699
2,455 New
2,455 $217,000
Q2 2018

Aug 15, 2018

SELL
$72.12 - $80.5 $261,939 - $292,376
-3,632 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$74.32 - $83.23 $8,100 - $9,072
109 Added 3.09%
3,632 $281,000
Q4 2017

Feb 15, 2018

BUY
$83.6 - $91.09 $294,522 - $320,910
3,523
3,523 $296,000

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 $83.1B
  • 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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