A detailed history of Oak Harvest Investment Services transactions in Duke Energy Corp stock. As of the latest transaction made, Oak Harvest Investment Services holds 114,335 shares of DUK stock, worth $12.3 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
114,335
Previous 91,537 24.91%
Holding current value
$12.3 Million
Previous $9.17 Million 43.69%
% of portfolio
1.9%
Previous 1.42%

Shares

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

Oct 25, 2024

BUY
$99.35 - $117.71 $2.26 Million - $2.68 Million
22,798 Added 24.91%
114,335 $13.2 Million
Q2 2024

Oct 24, 2024

BUY
$92.87 - $104.6 $253,070 - $285,035
2,725 Added 3.07%
91,537 $9.17 Million
Q2 2024

Jul 22, 2024

BUY
$92.87 - $104.6 $253,070 - $285,035
2,725 Added 3.07%
91,537 $9.17 Million
Q1 2024

Oct 24, 2024

SELL
$90.65 - $99.39 $247,021 - $270,837
-2,725 Reduced 2.98%
88,812 $8.59 Million
Q1 2024

Apr 19, 2024

BUY
$90.65 - $99.39 $1.63 Million - $1.79 Million
17,995 Added 25.41%
88,812 $8.59 Million
Q4 2023

Jan 12, 2024

BUY
$85.44 - $98.31 $174,468 - $200,749
2,042 Added 2.97%
70,817 $6.87 Million
Q3 2023

Oct 25, 2023

BUY
$86.65 - $95.56 $573,276 - $632,224
6,616 Added 10.64%
68,775 $6.07 Million
Q2 2023

Jul 17, 2023

BUY
$88.01 - $99.74 $985,183 - $1.12 Million
11,194 Added 21.96%
62,159 $5.58 Million
Q1 2023

Apr 20, 2023

BUY
$91.55 - $105.65 $4.67 Million - $5.38 Million
50,965 New
50,965 $4.92 Million
Q2 2022

Jul 18, 2022

BUY
$97.82 - $115.43 $2,836 - $3,347
29 Added 1.56%
1,887 $202,000
Q1 2022

May 04, 2022

SELL
$97.04 - $111.66 $56,574 - $65,097
-583 Reduced 23.88%
1,858 $207,000
Q4 2021

Jan 21, 2022

SELL
$96.62 - $104.9 $18,357 - $19,931
-190 Reduced 7.22%
2,441 $256,000
Q3 2021

Oct 08, 2021

BUY
$97.05 - $107.93 $15,430 - $17,160
159 Added 6.43%
2,631 $257,000
Q2 2021

Jul 13, 2021

BUY
$96.28 - $103.74 $238,004 - $256,445
2,472 New
2,472 $244,000
Q1 2021

Apr 12, 2021

SELL
$85.59 - $97.58 $238,111 - $271,467
-2,782 Closed
0 $0
Q4 2020

Jan 15, 2021

BUY
$89.04 - $97.31 $247,709 - $270,716
2,782 New
2,782 $255,000

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
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