A detailed history of Moneta Group Investment Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,073 shares of DUK stock, worth $655,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,073
Previous 6,170 1.57%
Holding current value
$655,215
Previous $618,000 13.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$99.35 - $117.71 $9,636 - $11,417
-97 Reduced 1.57%
6,073 $700,000
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $13,094 - $14,748
141 Added 2.34%
6,170 $618,000
Q1 2024

Aug 13, 2024

SELL
$90.65 - $99.39 $169,424 - $185,759
-1,869 Reduced 23.66%
6,029 $583,000
Q4 2023

Feb 15, 2024

BUY
$85.44 - $98.31 $115,087 - $132,423
1,347 Added 20.56%
7,898 $766,000
Q3 2023

Nov 15, 2023

SELL
$86.65 - $95.56 $171,913 - $189,591
-1,984 Reduced 23.25%
6,551 $578,000
Q2 2023

Aug 15, 2023

SELL
$88.01 - $99.74 $55,798 - $63,235
-634 Reduced 6.91%
8,535 $765,000
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $212,579 - $245,319
2,322 Added 33.91%
9,169 $884,000
Q4 2022

Feb 16, 2023

SELL
$86.82 - $103.84 $86,820 - $103,840
-1,000 Reduced 12.74%
6,847 $705,000
Q4 2022

Feb 16, 2023

SELL
$86.82 - $103.84 $681 Million - $814 Million
-7,838,769 Reduced 99.9%
7,847 $808,000
Q4 2022

Feb 15, 2023

BUY
$86.82 - $103.84 $681 Million - $814 Million
7,838,811 Added 100433.2%
7,846,616 $808 Million
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $13,993 - $62,314
-562 Reduced 6.72%
7,805 $726,000
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $9,390 - $11,081
-96 Reduced 1.13%
8,367 $897,000
Q1 2022

May 11, 2022

BUY
$97.04 - $111.66 $262,493 - $302,040
2,705 Added 46.98%
8,463 $945,000
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $76,136 - $82,661
788 Added 15.86%
5,758 $604,000
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $25,233 - $28,061
260 Added 5.52%
4,970 $485,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $50,547 - $54,463
525 Added 12.54%
4,710 $465,000
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $358,194 - $408,372
4,185 New
4,185 $404,000
Q3 2020

Nov 13, 2020

SELL
$79.21 - $88.56 $279,611 - $312,616
-3,530 Closed
0 $0
Q2 2020

Aug 12, 2020

BUY
$76.02 - $91.91 $268,350 - $324,442
3,530 New
3,530 $282,000
Q1 2020

May 13, 2020

SELL
$64.15 - $102.43 $122,398 - $195,436
-1,908 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$86.66 - $97.17 $43,330 - $48,585
500 Added 35.51%
1,908 $174,000
Q3 2019

Nov 12, 2019

BUY
$86.49 - $96.28 $121,777 - $135,562
1,408 New
1,408 $135,000
Q3 2018

Nov 13, 2018

SELL
$78.09 - $83.47 $184,604 - $197,323
-2,364 Closed
0 $0
Q2 2018

Aug 15, 2018

SELL
$72.12 - $80.5 $3.53 Million - $3.94 Million
-48,989 Reduced 95.4%
2,364 $187,000
Q2 2018

Aug 15, 2018

SELL
$72.12 - $80.5 $8,510 - $9,499
-118 Reduced 0.23%
51,353 $187,000
Q2 2018

Aug 14, 2018

SELL
$72.12 - $80.5 $33,535 - $37,432
-465 Reduced 0.9%
51,471 $200,000
Q1 2018

May 14, 2018

BUY
$74.32 - $83.23 $3.73 Million - $4.18 Million
50,245 Added 2971.32%
51,936 $229,000
Q4 2017

Feb 13, 2018

BUY
$83.6 - $91.09 $141,367 - $154,033
1,691
1,691 $142,000

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 $83.1B
  • 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

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.