A detailed history of Legacy Financial Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,914 shares of DUK stock, worth $644,448. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,914
Previous 5,806 1.86%
Holding current value
$644,448
Previous $581,000 17.21%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 13, 2024

BUY
$99.35 - $117.71 $10,729 - $12,712
108 Added 1.86%
5,914 $681,000
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $22,103 - $24,894
238 Added 4.27%
5,806 $581,000
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $19,127 - $20,971
211 Added 3.94%
5,568 $538,000
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $20,078 - $23,102
235 Added 4.59%
5,357 $519,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $65,594 - $72,338
757 Added 17.34%
5,122 $452,000
Q2 2023

Aug 08, 2023

SELL
$88.01 - $99.74 $141,696 - $160,581
-1,610 Reduced 26.95%
4,365 $391,000
Q1 2023

May 03, 2023

BUY
$91.55 - $105.65 $16,112 - $18,594
176 Added 3.04%
5,975 $576,000
Q4 2022

Feb 06, 2023

BUY
$86.82 - $103.84 $114,689 - $137,172
1,321 Added 29.5%
5,799 $597,000
Q3 2022

Nov 09, 2022

BUY
$24.9 - $110.88 $7,594 - $33,818
305 Added 7.31%
4,478 $416,000
Q2 2022

Aug 08, 2022

BUY
$97.82 - $115.43 $18,585 - $21,931
190 Added 4.77%
4,173 $447,000
Q1 2022

May 04, 2022

BUY
$97.04 - $111.66 $6,598 - $7,592
68 Added 1.74%
3,983 $445,000
Q4 2021

Feb 04, 2022

BUY
$96.62 - $104.9 $2,801 - $3,042
29 Added 0.75%
3,915 $411,000
Q3 2021

Oct 26, 2021

BUY
$97.05 - $107.93 $124,321 - $138,258
1,281 Added 49.17%
3,886 $379,000
Q2 2021

Jul 21, 2021

BUY
$96.28 - $103.74 $12,227 - $13,174
127 Added 5.13%
2,605 $257,000
Q1 2021

Apr 28, 2021

BUY
$85.59 - $97.58 $18,401 - $20,979
215 Added 9.5%
2,478 $239,000
Q4 2020

Feb 02, 2021

SELL
$89.04 - $97.31 $207,730 - $227,024
-2,333 Reduced 50.76%
2,263 $207,000
Q3 2020

Nov 09, 2020

BUY
$79.21 - $88.56 $364,049 - $407,021
4,596 New
4,596 $407,000
Q1 2020

May 12, 2020

SELL
$64.15 - $102.43 $551,112 - $879,976
-8,591 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$86.66 - $97.17 $3,119 - $3,498
-36 Reduced 0.42%
8,591 $784,000
Q3 2019

Nov 07, 2019

SELL
$86.49 - $96.28 $518 - $577
-6 Reduced 0.07%
8,627 $827,000
Q2 2019

Aug 07, 2019

SELL
$85.53 - $91.12 $171 - $182
-2 Reduced 0.02%
8,633 $762,000
Q1 2019

May 14, 2019

SELL
$83.66 - $91.53 $32,376 - $35,422
-387 Reduced 4.29%
8,635 $777,000
Q4 2018

Jan 16, 2019

BUY
$79.19 - $90.9 $16,471 - $18,907
208 Added 2.36%
9,022 $779,000
Q3 2018

Oct 30, 2018

BUY
$78.09 - $83.47 $180,387 - $192,815
2,310 Added 35.52%
8,814 $705,000
Q2 2018

Jul 17, 2018

BUY
$72.12 - $80.5 $14,640 - $16,341
203 Added 3.22%
6,504 $524,000
Q1 2018

Apr 12, 2018

BUY
$74.32 - $83.23 $16,499 - $18,477
222 Added 3.65%
6,301 $488,000
Q4 2017

Feb 09, 2018

BUY
$83.6 - $91.09 $508,204 - $553,736
6,079
6,079 $511,000

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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