Lbmc Investment Advisors, LLC Duke Energy Corp Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q3 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 3,240 shares of DUK stock, worth $368,517. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,240

Previous 3,239 0.03%

Holding current value

$368,517

Previous $324,000 15.12%

% of portfolio

0.03%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$99.35 - $117.71 $99 - $117	1 Added 0.03%	3,240 $373,000
Q2 2024 Jul 11, 2024	BUY	$92.87 - $104.6 $92 - $104	1 Added 0.03%	3,239 $324,000
Q1 2024 Apr 12, 2024	SELL	$90.65 - $99.39 $212,211 - $232,671	-2,341 Reduced 41.96%	3,238 $313,000
Q4 2023 Jan 16, 2024	SELL	$85.44 - $98.31 $31,527 - $36,276	-369 Reduced 6.2%	5,579 $541,000
Q3 2023 Oct 05, 2023	SELL	$86.65 - $95.56 $3,985 - $4,395	-46 Reduced 0.77%	5,948 $524,000
Q2 2023 Jul 17, 2023	BUY	$88.01 - $99.74 $2,112 - $2,393	24 Added 0.4%	5,994 $537,000
Q1 2023 Apr 10, 2023	BUY	$91.55 - $105.65 $2,014 - $2,324	22 Added 0.37%	5,970 $575,000
Q4 2022 Jan 10, 2023	BUY	$86.82 - $103.84 $1,823 - $2,180	21 Added 0.35%	5,948 $0
Q3 2022 Oct 07, 2022	BUY	$24.9 - $110.88 $24 - $110	1 Added 0.02%	5,927 $551,000
Q2 2022 Jul 07, 2022	SELL	$97.82 - $115.43 $13,107 - $15,467	-134 Reduced 2.21%	5,926 $635,000
Q1 2022 Apr 11, 2022	BUY	$97.04 - $111.66 $97 - $111	1 Added 0.02%	6,060 $677,000
Q4 2021 Mar 17, 2022	BUY	$96.62 - $104.9 $193 - $209	2 Added 0.03%	6,059 $636,000
Q2 2021 Aug 02, 2021	BUY	$96.28 - $103.74 $7,028 - $7,573	73 Added 1.22%	6,057 $598,000
Q1 2021 Apr 20, 2021	SELL	$85.59 - $97.58 $12,667 - $14,441	-148 Reduced 2.41%	5,984 $578,000
Q4 2020 Jan 21, 2021	BUY	$89.04 - $97.31 $14,513 - $15,861	163 Added 2.73%	6,132 $561,000
Q3 2020 Oct 20, 2020	BUY	$79.21 - $88.56 $79 - $88	1 Added 0.02%	5,969 $529,000
Q2 2020 Jul 14, 2020	SELL	$76.02 - $91.91 $51,465 - $62,223	-677 Reduced 10.19%	5,968 $477,000
Q3 2019 Oct 24, 2019	SELL	$86.49 - $96.28 $35,633 - $39,667	-412 Reduced 5.84%	6,645 $637,000
Q1 2019 Apr 26, 2019	SELL	$83.66 - $91.53 $56,637 - $61,965	-677 Reduced 8.75%	7,057 $635,000
Q4 2018 Feb 01, 2019	BUY	$79.19 - $90.9 $34,289 - $39,359	433 Added 5.93%	7,734 $667,000
Q3 2018 Nov 08, 2018	SELL	$78.09 - $83.47 $145,950 - $156,005	-1,869 Reduced 20.38%	7,301 $584,000
Q2 2018 Aug 03, 2018	BUY	$72.12 - $80.5 $30,362 - $33,890	421 Added 4.81%	9,170 $725,000
Q1 2018 May 04, 2018	SELL	$74.32 - $83.23 $92,751 - $103,871	-1,248 Reduced 12.48%	8,749 $678,000
Q4 2017 Feb 08, 2018	BUY	$83.6 - $91.09 $279,892 - $304,969	3,348 Added 50.35%	9,997 $841,000
Q3 2017 Nov 08, 2017	BUY	$83.92 - $88.34 $73,094 - $76,944	871 Added 15.07%	6,649 $558,000
Q2 2017 Aug 08, 2017	BUY	N/A	5,778	5,778 $483,000

Others Institutions Holding DUK

# of Institutions

2,284

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 $87.6B
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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Lbmc Investment Advisors, LLC Duke Energy Corp Transaction History