Lehman & Derafelo Financial Resources LLC Duke Energy Corp Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 11,112 shares of DUK stock, worth $1.18 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

11,112

Previous 10,946 1.52%

Holding current value

$1.18 Million

Previous $1.02 Million 12.38%

% of portfolio

0.34%

Previous 0.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	BUY	$86.82 - $103.84 $14,412 - $17,237	166 Added 1.52%	11,112 $0
Q3 2022 Oct 21, 2022	SELL	$24.9 - $110.88 $29,880 - $133,056	-1,200 Reduced 9.88%	10,946 $1.02 Million
Q2 2022 Jul 19, 2022	SELL	$97.82 - $115.43 $32,574 - $38,438	-333 Reduced 2.67%	12,146 $1.3 Million
Q1 2022 Apr 21, 2022	BUY	$97.04 - $111.66 $77,632 - $89,328	800 Added 6.85%	12,479 $1.39 Million
Q3 2021 Oct 28, 2021	SELL	$97.05 - $107.93 $64,635 - $71,881	-666 Reduced 5.39%	11,679 $1.14 Million
Q2 2021 Jul 19, 2021	SELL	$96.28 - $103.74 $89,636 - $96,581	-931 Reduced 7.01%	12,345 $1.22 Million
Q1 2021 Apr 21, 2021	BUY	$85.59 - $97.58 $26,532 - $30,249	310 Added 2.39%	13,276 $1.28 Million
Q4 2020 Jan 20, 2021	SELL	$89.04 - $97.31 $38,554 - $42,135	-433 Reduced 3.23%	12,966 $1.19 Million
Q3 2020 Nov 06, 2020	BUY	$79.21 - $88.56 $50,535 - $56,501	638 Added 5.0%	13,399 $1.19 Million
Q2 2020 Jul 30, 2020	SELL	$76.02 - $91.91 $12,619 - $15,257	-166 Reduced 1.28%	12,761 $1.02 Million
Q1 2020 May 13, 2020	BUY	$64.15 - $102.43 $25,660 - $40,972	400 Added 3.19%	12,927 $1.05 Million
Q2 2019 Aug 14, 2019	BUY	$85.53 - $91.12 $51,318 - $54,672	600 Added 5.03%	12,527 $1.12 Million
Q4 2018 Feb 14, 2019	BUY	$79.19 - $90.9 $944,499 - $1.08 Million	11,927 New	11,927 $1.03 Million

Others Institutions Holding DUK

# of Institutions

2,289

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 $81.4B
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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Lehman & Derafelo Financial Resources LLC Duke Energy Corp Transaction History