A detailed history of Lgt Financial Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 708 shares of DUK stock, worth $74,878. This represents 0.2% of its overall portfolio holdings.

Number of Shares
708
Previous 1,340 47.16%
Holding current value
$74,878
Previous $134 Million 39.29%
% of portfolio
0.2%
Previous 0.28%

Shares

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

Oct 31, 2024

SELL
$99.35 - $117.71 $62,789 - $74,392
-632 Reduced 47.16%
708 $81.6 Million
Q2 2024

Aug 05, 2024

BUY
$92.87 - $104.6 $1,207 - $1,359
13 Added 0.98%
1,340 $134 Million
Q1 2024

May 02, 2024

BUY
$90.65 - $99.39 $1,269 - $1,391
14 Added 1.07%
1,327 $128 Million
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $1,196 - $1,376
14 Added 1.08%
1,313 $127 Million
Q3 2023

Nov 01, 2023

SELL
$86.65 - $95.56 $644,156 - $710,393
-7,434 Reduced 85.13%
1,299 $115 Million
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $402,557 - $456,210
4,574 Added 109.98%
8,733 $784 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $380,756 - $439,398
4,159 New
4,159 $401 Million

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 $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...
More about DUK
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