Laurel Wealth Advisors LLC Duke Energy Corp Transaction History

Laurel Wealth Advisors LLC

$617 Million
Q3 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 79,726 shares of DUK stock, worth $8.63 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

79,726

Previous 82,242 3.06%

Holding current value

$8.63 Million

Previous $8.24 Million 11.51%

% of portfolio

1.49%

Previous 1.31%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$99.35 - $117.71 $249,964 - $296,158	-2,516 Reduced 3.06%	79,726 $9.19 Million
Q2 2024 Jul 31, 2024	SELL	$92.87 - $104.6 $346,776 - $390,576	-3,734 Reduced 4.34%	82,242 $8.24 Million
Q1 2024 May 13, 2024	BUY	$90.65 - $99.39 $18,673 - $20,474	206 Added 0.24%	85,976 $8.31 Million
Q4 2023 Feb 13, 2024	SELL	$85.44 - $98.31 $66,386 - $76,386	-777 Reduced 0.9%	85,770 $8.32 Million
Q3 2023 Nov 14, 2023	SELL	$86.65 - $95.56 $308,214 - $339,906	-3,557 Reduced 3.95%	86,547 $7.64 Million
Q2 2023 Aug 14, 2023	BUY	$88.01 - $99.74 $111,508 - $126,370	1,267 Added 1.43%	90,104 $8.09 Million
Q1 2023 May 08, 2023	BUY	$91.55 - $105.65 $361,073 - $416,683	3,944 Added 4.65%	88,837 $8.57 Million
Q4 2022 Feb 07, 2023	BUY	$86.82 - $103.84 $382,876 - $457,934	4,410 Added 5.48%	84,893 $8.74 Million
Q3 2022 Nov 15, 2022	BUY	$24.9 - $110.88 $50,721 - $225,862	2,037 Added 2.6%	80,483 $7.49 Million
Q2 2022 Aug 12, 2022	BUY	$97.82 - $115.43 $179,793 - $212,160	1,838 Added 2.4%	78,446 $8.41 Million
Q1 2022 May 02, 2022	BUY	$97.04 - $111.66 $213,973 - $246,210	2,205 Added 2.96%	76,608 $8.55 Million
Q4 2021 Feb 01, 2022	BUY	$96.62 - $104.9 $274,980 - $298,545	2,846 Added 3.98%	74,403 $7.81 Million
Q3 2021 Nov 12, 2021	SELL	$97.05 - $107.93 $77,542 - $86,236	-799 Reduced 1.1%	71,557 $6.98 Million
Q2 2021 Aug 02, 2021	BUY	$96.28 - $103.74 $94,546 - $101,872	982 Added 1.38%	72,356 $7.14 Million
Q1 2021 May 04, 2021	BUY	$85.59 - $97.58 $90,040 - $102,654	1,052 Added 1.5%	71,374 $6.89 Million
Q4 2020 Feb 04, 2021	BUY	$89.04 - $97.31 $125,457 - $137,109	1,409 Added 2.04%	70,322 $6.44 Million
Q3 2020 Nov 10, 2020	BUY	$79.21 - $88.56 $413,080 - $461,840	5,215 Added 8.19%	68,913 $6.1 Million
Q2 2020 Aug 06, 2020	BUY	$76.02 - $91.91 $74,727 - $90,347	983 Added 1.57%	63,698 $5.09 Million
Q1 2020 Apr 30, 2020	BUY	$64.15 - $102.43 $197,453 - $315,279	3,078 Added 5.16%	62,715 $5.07 Million
Q4 2019 Jan 31, 2020	BUY	$86.66 - $97.17 $95,585 - $107,178	1,103 Added 1.88%	59,637 $5.44 Million
Q3 2019 Nov 13, 2019	BUY	$86.49 - $96.28 $155,336 - $172,918	1,796 Added 3.17%	58,534 $5.61 Million
Q2 2019 Aug 07, 2019	BUY	$85.53 - $91.12 $300,039 - $319,648	3,508 Added 6.59%	56,738 $5.01 Million
Q1 2019 May 09, 2019	BUY	$83.66 - $91.53 $85,082 - $93,086	1,017 Added 1.95%	53,230 $4.79 Million
Q4 2018 Feb 08, 2019	BUY	$79.19 - $90.9 $4.13 Million - $4.75 Million	52,213 New	52,213 $4.51 Million

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.4B
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...

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Laurel Wealth Advisors LLC Duke Energy Corp Transaction History