A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Duke Energy Corp stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 240 shares of DUK stock, worth $26,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$26,920
Previous $24,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024

BUY
$90.65 - $99.39 $6,526 - $7,156
72 Added 42.86%
240 $23,000
Q4 2023

Feb 01, 2024

SELL
$85.44 - $98.31 $9,825 - $11,305
-115 Reduced 40.64%
168 $16,000
Q1 2023

May 02, 2023

SELL
$91.55 - $105.65 $17,760 - $20,496
-194 Reduced 40.67%
283 $27,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $607 - $726
-7 Reduced 1.45%
477 $48,000
Q3 2022

Oct 25, 2022

BUY
$24.9 - $110.88 $4,233 - $18,849
170 Added 54.14%
484 $45,000
Q2 2022

Jul 26, 2022

BUY
$97.82 - $115.43 $684 - $808
7 Added 2.28%
314 $34,000
Q1 2022

Apr 13, 2022

BUY
$97.04 - $111.66 $582 - $669
6 Added 1.99%
307 $34,000
Q4 2021

Feb 14, 2022

SELL
$96.62 - $104.9 $11,594 - $12,588
-120 Reduced 28.5%
301 $32,000
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $16,110 - $17,916
166 Added 65.1%
421 $41,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $24,551 - $26,453
255 New
255 $25,000
Q1 2021

Apr 14, 2021

SELL
$85.59 - $97.58 $21,825 - $24,882
-255 Closed
0 $0
Q4 2020

Jan 14, 2021

BUY
$89.04 - $97.31 $7,746 - $8,465
87 Added 51.79%
255 $23,000
Q2 2020

Jul 30, 2020

SELL
$76.02 - $91.91 $12,011 - $14,521
-158 Reduced 48.47%
168 $13,000
Q1 2020

Apr 15, 2020

SELL
$64.15 - $102.43 $7,056 - $11,267
-110 Reduced 25.23%
326 $26,000
Q2 2019

Aug 09, 2019

SELL
$85.53 - $91.12 $19,671 - $20,957
-230 Reduced 34.53%
436 $38,000
Q3 2018

Oct 31, 2018

SELL
$78.09 - $83.47 $24,207 - $25,875
-310 Reduced 31.76%
666 $53,000
Q2 2018

Aug 07, 2018

SELL
$72.12 - $80.5 $4,687 - $5,232
-65 Reduced 6.24%
976 $77,000
Q1 2018

Apr 20, 2018

SELL
$74.32 - $83.23 $141,356 - $158,303
-1,902 Reduced 64.63%
1,041 $81,000
Q4 2017

Feb 08, 2018

BUY
$83.6 - $91.09 $8,527 - $9,291
102 Added 3.59%
2,943 $248,000
Q3 2017

Oct 27, 2017

BUY
$83.92 - $88.34 $5,454 - $5,742
65 Added 2.34%
2,841 $238,000
Q2 2017

Aug 07, 2017

BUY
N/A
2,776
2,776 $0

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 $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...
More about DUK
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