Larson Financial Group LLC Duke Energy Corp Transaction History

Larson Financial Group LLC

$1.92 Billion
Q4 2024

A detailed history of Larson Financial Group LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Larson Financial Group LLC holds 4,856 shares of DUK stock, worth $558,391. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,856

Previous 3,110 56.14%

Holding current value

$558,391

Previous $358,000 46.09%

% of portfolio

0.03%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$105.76 - $120.76 $184,656 - $210,846	1,746 Added 56.14%	4,856 $523,000
Q3 2024 Nov 12, 2024	BUY	$99.35 - $117.71 $76,102 - $90,165	766 Added 32.68%	3,110 $358,000
Q2 2024 Aug 02, 2024	BUY	$92.87 - $104.6 $26,746 - $30,124	288 Added 14.01%	2,344 $234,000
Q1 2024 May 03, 2024	SELL	$90.65 - $99.39 $15,501 - $16,995	-171 Reduced 7.68%	2,056 $198,000
Q4 2023 Feb 01, 2024	BUY	$85.44 - $98.31 $256 - $294	3 Added 0.13%	2,227 $216,000
Q3 2023 Nov 03, 2023	BUY	$86.65 - $95.56 $57,015 - $62,878	658 Added 42.02%	2,224 $196,000
Q1 2023 May 04, 2023	BUY	$91.55 - $105.65 $46,507 - $53,670	508 Added 48.02%	1,566 $151,000
Q3 2022 Nov 03, 2022	BUY	$24.9 - $110.88 $6,872 - $30,602	276 Added 35.29%	1,058 $98,000
Q2 2022 Aug 04, 2022	SELL	$97.82 - $115.43 $9,782 - $11,543	-100 Reduced 11.34%	782 $84,000
Q4 2021 Feb 03, 2022	SELL	$96.62 - $104.9 $46,377 - $50,352	-480 Reduced 35.24%	882 $92,000
Q3 2021 Nov 04, 2021	BUY	$97.05 - $107.93 $63,567 - $70,694	655 Added 92.64%	1,362 $133,000
Q2 2021 Aug 10, 2021	SELL	$96.28 - $103.74 $866 - $933	-9 Reduced 1.26%	707 $70,000
Q1 2021 May 06, 2021	BUY	$85.59 - $97.58 $16,262 - $18,540	190 Added 36.12%	716 $69,000
Q4 2020 Jan 14, 2021	BUY	$89.04 - $97.31 $178 - $194	2 Added 0.38%	526 $48,000
Q3 2020 Oct 08, 2020	SELL	$79.21 - $88.56 $43,723 - $48,885	-552 Reduced 51.3%	524 $46,000
Q2 2020 Jul 10, 2020	BUY	$76.02 - $91.91 $10,034 - $12,132	132 Added 13.98%	1,076 $86,000
Q1 2020 Apr 09, 2020	BUY	$64.15 - $102.43 $31,561 - $50,395	492 Added 108.85%	944 $76,000
Q4 2019 Jan 10, 2020	BUY	$86.66 - $97.17 $2,599 - $2,915	30 Added 7.11%	452 $41,000
Q2 2019 Jul 16, 2019	BUY	$85.53 - $91.12 $14,283 - $15,217	167 Added 65.49%	422 $37,000
Q1 2019 Apr 05, 2019	BUY	$83.66 - $91.53 $16,481 - $18,031	197 Added 339.66%	255 $23,000
Q4 2018 Feb 07, 2019	BUY	$79.19 - $90.9 $4,593 - $5,272	58 New	58 $5,000

Others Institutions Holding DUK

# of Institutions

2,315

Shares Held

510M

Call Options Held

4.9M

Put Options Held

3.88M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $88.5B
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 Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Account

Larson Financial Group LLC Duke Energy Corp Transaction History