Lvw Advisors, LLC Duke Energy Corp Transaction History

Lvw Advisors, LLC

$804 Million
Q4 2024

A detailed history of Lvw Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lvw Advisors, LLC holds 18,708 shares of DUK stock, worth $2.15 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

18,708

Previous 17,954 4.2%

Holding current value

$2.15 Million

Previous $2.07 Million 2.66%

% of portfolio

0.25%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$105.76 - $120.76 $79,743 - $91,053	754 Added 4.2%	18,708 $2.02 Million
Q3 2024 Oct 09, 2024	BUY	$99.35 - $117.71 $86,732 - $102,760	873 Added 5.11%	17,954 $2.07 Million
Q2 2024 Jul 15, 2024	BUY	$92.87 - $104.6 $146,270 - $164,745	1,575 Added 10.16%	17,081 $1.71 Million
Q1 2024 Apr 17, 2024	BUY	$90.65 - $99.39 $586,505 - $643,053	6,470 Added 71.6%	15,506 $1.5 Million
Q4 2023 Jan 12, 2024	BUY	$85.44 - $98.31 $408,659 - $470,216	4,783 Added 112.46%	9,036 $876,000
Q3 2023 Oct 10, 2023	BUY	$86.65 - $95.56 $368,522 - $406,416	4,253 New	4,253 $375,000
Q2 2019 Aug 14, 2019	SELL	$85.53 - $91.12 $317,230 - $337,964	-3,709 Closed	0 $0
Q1 2019 May 03, 2019	BUY	$83.66 - $91.53 $89,348 - $97,754	1,068 Added 40.44%	3,709 $334,000
Q4 2018 Feb 05, 2019	SELL	$79.19 - $90.9 $436,970 - $501,586	-5,518 Reduced 67.63%	2,641 $228,000
Q3 2018 Nov 02, 2018	SELL	$78.09 - $83.47 $312 - $333	-4 Reduced 0.05%	8,159 $653,000
Q2 2018 Jul 31, 2018	SELL	$72.12 - $80.5 $15,650 - $17,468	-217 Reduced 2.59%	8,163 $646,000
Q1 2018 Apr 20, 2018	SELL	$74.32 - $83.23 $1,932 - $2,163	-26 Reduced 0.31%	8,380 $649,000
Q4 2017 Feb 12, 2018	BUY	$83.6 - $91.09 $168,788 - $183,910	2,019 Added 31.61%	8,406 $707,000
Q3 2017 Nov 09, 2017	BUY	$83.92 - $88.34 $535,997 - $564,227	6,387	6,387 $536,000

Others Institutions Holding DUK

# of Institutions

2,315

Shares Held

510M

Call Options Held

4.9M

Put Options Held

3.88M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $88.5B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvw Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lvw Advisors, LLC with notifications on news.

Account