A detailed history of Lloyd Advisory Services, Llc. transactions in Duke Energy Corp stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 2,763 shares of DUK stock, worth $316,916. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,763
Previous 3,681 24.94%
Holding current value
$316,916
Previous $368,000 13.59%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Oct 10, 2024

SELL
$99.35 - $117.71 $91,203 - $108,057
-918 Reduced 24.94%
2,763 $318,000
Q2 2024

Aug 05, 2024

BUY
$92.87 - $104.6 $341,854 - $385,032
3,681 New
3,681 $368,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $223,383 - $246,353
2,578 New
2,578 $227,000
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $287,101 - $338,787
-2,935 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$97.04 - $111.66 $776 - $893
8 Added 0.27%
2,935 $328,000
Q4 2021

Jan 26, 2022

BUY
$96.62 - $104.9 $2,125 - $2,307
22 Added 0.76%
2,927 $307,000
Q3 2021

Oct 21, 2021

SELL
$97.05 - $107.93 $679 - $755
-7 Reduced 0.24%
2,905 $283,000
Q2 2021

Aug 09, 2021

BUY
$96.28 - $103.74 $770 - $829
8 Added 0.28%
2,912 $287,000
Q1 2021

May 04, 2021

BUY
$85.59 - $97.58 $2,139 - $2,439
25 Added 0.87%
2,904 $280,000
Q4 2020

Feb 04, 2021

SELL
$89.04 - $97.31 $37,663 - $41,162
-423 Reduced 12.81%
2,879 $264,000
Q3 2020

Oct 28, 2020

SELL
$79.21 - $88.56 $24,634 - $27,542
-311 Reduced 8.61%
3,302 $292,000
Q2 2020

Aug 07, 2020

SELL
$76.02 - $91.91 $16,116 - $19,484
-212 Reduced 5.54%
3,613 $289,000
Q1 2020

Jun 03, 2020

SELL
$64.15 - $102.43 $64,663 - $103,249
-1,008 Reduced 20.86%
3,825 $309,000
Q4 2019

Feb 12, 2020

BUY
$86.66 - $97.17 $418,827 - $469,622
4,833 New
4,833 $441,000

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 $88.3B
  • 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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