Means Investment Co., Inc. Duke Energy Corp Transaction History

Means Investment Co., Inc.

$882 Million
Q3 2024

A detailed history of Means Investment Co., Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Means Investment Co., Inc. holds 3,463 shares of DUK stock, worth $406,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,463

Previous 3,471 0.23%

Holding current value

$406,625

Previous $347,000 14.99%

% of portfolio

0.05%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$99.35 - $117.71 $794 - $941	-8 Reduced 0.23%	3,463 $399,000
Q2 2024 Jul 19, 2024	SELL	$92.87 - $104.6 $29,811 - $33,576	-321 Reduced 8.47%	3,471 $347,000
Q1 2024 Apr 17, 2024	SELL	$90.65 - $99.39 $62,004 - $67,982	-684 Reduced 15.28%	3,792 $366,000
Q4 2023 Jan 25, 2024	SELL	$85.44 - $98.31 $7,518 - $8,651	-88 Reduced 1.93%	4,476 $434,000
Q3 2023 Oct 25, 2023	SELL	$86.65 - $95.56 $24,695 - $27,234	-285 Reduced 5.88%	4,564 $402,000
Q2 2023 Jul 31, 2023	SELL	$88.01 - $99.74 $3,784 - $4,288	-43 Reduced 0.88%	4,849 $435,000
Q1 2023 May 08, 2023	SELL	$91.55 - $105.65 $8,331 - $9,614	-91 Reduced 1.83%	4,892 $471,000
Q4 2022 Jan 27, 2023	BUY	$86.82 - $103.84 $29,431 - $35,201	339 Added 7.3%	4,983 $0
Q3 2022 Oct 17, 2022	BUY	$24.9 - $110.88 $398 - $1,774	16 Added 0.35%	4,644 $432,000
Q2 2022 Jul 21, 2022	BUY	$97.82 - $115.43 $1,662 - $1,962	17 Added 0.37%	4,628 $496,000
Q1 2022 Apr 26, 2022	BUY	$97.04 - $111.66 $33,866 - $38,969	349 Added 8.19%	4,611 $515,000
Q4 2021 Feb 14, 2022	BUY	$96.62 - $104.9 $11,207 - $12,168	116 Added 2.8%	4,262 $447,000
Q3 2021 Nov 12, 2021	SELL	$97.05 - $107.93 $8,152 - $9,066	-84 Reduced 1.99%	4,146 $405,000
Q2 2021 Aug 10, 2021	BUY	$96.28 - $103.74 $10,205 - $10,996	106 Added 2.57%	4,230 $418,000
Q1 2021 Apr 05, 2021	BUY	$85.59 - $97.58 $2,738 - $3,122	32 Added 0.78%	4,124 $398,000
Q4 2020 Feb 12, 2021	SELL	$89.04 - $97.31 $3,383 - $3,697	-38 Reduced 0.92%	4,092 $370,000
Q3 2020 Nov 09, 2020	BUY	$79.21 - $88.56 $1,584 - $1,771	20 Added 0.49%	4,130 $386,000
Q2 2020 Aug 13, 2020	BUY	$76.02 - $91.91 $1,292 - $1,562	17 Added 0.42%	4,110 $344,000
Q1 2020 Apr 23, 2020	BUY	$64.15 - $102.43 $1,218 - $1,946	19 Added 0.47%	4,093 $357,000
Q4 2019 Jan 21, 2020	BUY	$86.66 - $97.17 $1,473 - $1,651	17 Added 0.42%	4,074 $382,000
Q3 2019 Nov 05, 2019	BUY	$86.49 - $96.28 $26,725 - $29,750	309 Added 8.24%	4,057 $380,000
Q2 2019 Aug 07, 2019	BUY	$85.53 - $91.12 $1,197 - $1,275	14 Added 0.37%	3,748 $335,000
Q1 2019 Apr 16, 2019	BUY	$83.66 - $91.53 $1,087 - $1,189	13 Added 0.35%	3,734 $336,000
Q4 2018 Apr 16, 2019	BUY	$79.19 - $90.9 $294,665 - $338,238	3,721 New	3,721 $321,000

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

512M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $90.4B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Means Investment Co., Inc., based on Form 13F filings with the SEC.

News

Stay updated on Means Investment Co., Inc. with notifications on news.

Account

Means Investment Co., Inc. Duke Energy Corp Transaction History