Lido Advisors, LLC Duke Energy Corp Transaction History

Lido Advisors, LLC

  • $16.8 Billion
  • Q1 2024

A detailed history of Lido Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lido Advisors, LLC holds 26,038 shares of DUK stock, worth $2.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,038
Previous 26,775 2.75%
Holding current value
$2.6 Million
Previous $2.6 Million 3.08%
% of portfolio
0.01%
Previous 0.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$90.65 - $99.39 $66,809 - $73,250
-737 Reduced 2.75%
26,038 $2.52 Million
Q4 2023

Feb 14, 2024
SELL
$85.44 - $98.31 $222,656 - $256,195
-2,606 Reduced 8.87%
26,775 $2.6 Million
Q3 2023

Nov 14, 2023
SELL
$86.65 - $95.56 $185,777 - $204,880
-2,144 Reduced 6.8%
29,381 $2.59 Million
Q2 2023

Aug 09, 2023
BUY
$88.01 - $99.74 $67,151 - $76,101
763 Added 2.48%
31,525 $2.83 Million
Q1 2023

May 15, 2023
BUY
$91.55 - $105.65 $338,185 - $390,271
3,694 Added 13.65%
30,762 $2.97 Million
Q4 2022

Feb 14, 2023
BUY
$86.82 - $103.84 $166,607 - $199,268
1,919 Added 7.63%
27,068 $2.79 Million
Q3 2022

Nov 14, 2022
BUY
$24.9 - $110.88 $5,353 - $23,839
215 Added 0.86%
25,149 $2.34 Million
Q2 2022

Aug 15, 2022
BUY
$97.82 - $115.43 $33,454 - $39,477
342 Added 1.39%
24,934 $2.67 Million
Q1 2022

May 17, 2022
BUY
$97.04 - $111.66 $27,559 - $31,711
284 Added 1.17%
24,592 $2.75 Million
Q4 2021

Feb 15, 2022
BUY
$96.62 - $104.9 $21,449 - $23,287
222 Added 0.92%
24,308 $2.55 Million
Q3 2021

Feb 15, 2022
BUY
$97.05 - $107.93 $82,492 - $91,740
850 Added 3.66%
24,086 $2.35 Million
Q3 2021

Nov 12, 2021
BUY
$97.05 - $107.93 $418,964 - $465,933
4,317 Added 22.82%
23,236 $2.27 Million
Q2 2021

Aug 12, 2021
BUY
$96.28 - $103.74 $444,332 - $478,760
4,615 Added 32.26%
18,919 $1.87 Million
Q1 2021

May 13, 2021
BUY
$85.59 - $97.58 $16,262 - $18,540
190 Added 1.35%
14,304 $1.38 Million
Q4 2020

Feb 08, 2021
SELL
$89.04 - $97.31 $229,188 - $250,475
-2,574 Reduced 15.42%
14,114 $1.29 Million
Q3 2020

Nov 12, 2020
BUY
$79.21 - $88.56 $148,281 - $165,784
1,872 Added 12.63%
16,688 $1.48 Million
Q2 2020

Aug 12, 2020
SELL
$76.02 - $91.91 $127,865 - $154,592
-1,682 Reduced 10.2%
14,816 $1.18 Million
Q1 2020

May 13, 2020
SELL
$64.15 - $102.43 $23,863 - $38,103
-372 Reduced 2.21%
16,498 $1.33 Million
Q4 2019

Feb 07, 2020
BUY
$86.66 - $97.17 $123,750 - $138,758
1,428 Added 9.25%
16,870 $1.54 Million
Q3 2019

Nov 12, 2019
BUY
$86.49 - $96.28 $143,832 - $160,113
1,663 Added 12.07%
15,442 $1.48 Million
Q2 2019

Aug 14, 2019
BUY
$85.53 - $91.12 $16,250 - $17,312
190 Added 1.4%
13,779 $1.22 Million
Q1 2019

May 10, 2019
BUY
$83.66 - $91.53 $307,785 - $336,738
3,679 Added 37.12%
13,589 $1.22 Million
Q4 2018

Feb 14, 2019
BUY
$79.19 - $90.9 $32,705 - $37,541
413 Added 4.35%
9,910 $855,000
Q3 2018

Nov 14, 2018
BUY
$78.09 - $83.47 $49,743 - $53,170
637 Added 7.19%
9,497 $760,000
Q2 2018

Aug 14, 2018
BUY
$72.12 - $80.5 $42,190 - $47,092
585 Added 7.07%
8,860 $700,000
Q1 2018

May 10, 2018
BUY
$74.32 - $83.23 $156,889 - $175,698
2,111 Added 34.25%
8,275 $641,000
Q4 2017

Feb 15, 2018
BUY
$83.6 - $91.09 $1,922 - $2,095
23 Added 0.37%
6,164 $518,000
Q3 2017

Nov 13, 2017
SELL
$83.92 - $88.34 $156,007 - $164,224
-1,859 Reduced 23.24%
6,141 $542,000
Q4 2016

Sep 21, 2017
BUY
N/A
2,174 Added 37.32%
8,000 $621,000
Q3 2016

Sep 21, 2017
BUY
N/A
2,884 Added 98.03%
5,826 $466,000
Q2 2016

Sep 18, 2017
BUY
N/A
2,942
2,942 $252,000

Others Institutions Holding DUK

# of Institutions
2,088
Shares Held
494M
Call Options Held
5.43M
Put Options Held
2.91M
View Full List

About Duke Energy CORP

DUK Quotes by TradingView
  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $76.9B
  • 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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