Legacy Financial Advisors, Inc. Duke Energy Corp Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

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 $663,373. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,914

Previous 5,806 1.86%

Holding current value

$663,373

Previous $581,000 17.21%

% of portfolio

0.13%

Previous 0.11%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,283

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 $86.4B
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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Legacy Financial Advisors, Inc. Duke Energy Corp Transaction History