A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,495 shares of DUK stock, worth $925,700. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,495
Previous 8,308 2.25%
Holding current value
$925,700
Previous $832,000 17.67%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 24, 2024

BUY
$99.35 - $117.71 $18,578 - $22,011
187 Added 2.25%
8,495 $979,000
Q2 2024

Jul 26, 2024

BUY
$92.87 - $104.6 $16,252 - $18,305
175 Added 2.15%
8,308 $832,000
Q1 2024

Apr 30, 2024

BUY
$90.65 - $99.39 $39,795 - $43,632
439 Added 5.71%
8,133 $786,000
Q4 2023

Jan 19, 2024

BUY
$85.44 - $98.31 $32,467 - $37,357
380 Added 5.2%
7,694 $746,000
Q3 2023

Oct 19, 2023

BUY
$86.65 - $95.56 $11,524 - $12,709
133 Added 1.85%
7,314 $645,000
Q2 2023

Jul 17, 2023

BUY
$88.01 - $99.74 $41,276 - $46,778
469 Added 6.99%
7,181 $644,000
Q1 2023

Apr 20, 2023

BUY
$91.55 - $105.65 $47,697 - $55,043
521 Added 8.42%
6,712 $647,000
Q4 2022

Jan 17, 2023

BUY
$86.82 - $103.84 $39,850 - $47,662
459 Added 8.01%
6,191 $0
Q3 2022

Oct 31, 2022

SELL
$24.9 - $110.88 $722 - $3,215
-29 Reduced 0.5%
5,732 $533,000
Q2 2022

Jul 29, 2022

BUY
$97.82 - $115.43 $71,408 - $84,263
730 Added 14.51%
5,761 $618,000
Q1 2022

May 11, 2022

BUY
$97.04 - $111.66 $29,888 - $34,391
308 Added 6.52%
5,031 $562,000
Q4 2021

Jan 10, 2022

SELL
$96.62 - $104.9 $11,207 - $12,168
-116 Reduced 2.4%
4,723 $495,000
Q3 2021

Nov 24, 2021

BUY
$97.05 - $107.93 $54,639 - $60,764
563 Added 13.17%
4,839 $472,000
Q2 2021

Jul 30, 2021

BUY
$96.28 - $103.74 $63,063 - $67,949
655 Added 18.09%
4,276 $422,000
Q1 2021

Apr 29, 2021

BUY
$85.59 - $97.58 $40,141 - $45,765
469 Added 14.88%
3,621 $349,000
Q4 2020

Jan 15, 2021

BUY
$89.04 - $97.31 $90,286 - $98,672
1,014 Added 47.43%
3,152 $289,000
Q3 2020

Oct 21, 2020

BUY
$79.21 - $88.56 $35,565 - $39,763
449 Added 26.58%
2,138 $189,000
Q2 2020

Jul 10, 2020

BUY
$76.02 - $91.91 $35,197 - $42,554
463 Added 37.77%
1,689 $135,000
Q1 2020

Apr 15, 2020

BUY
$64.15 - $102.43 $15,652 - $24,992
244 Added 24.85%
1,226 $99,000
Q4 2019

Jan 22, 2020

BUY
$86.66 - $97.17 $9,532 - $10,688
110 Added 12.61%
982 $90,000
Q3 2019

Oct 25, 2019

SELL
$86.49 - $96.28 $3,286 - $3,658
-38 Reduced 4.18%
872 $84,000
Q2 2019

Aug 07, 2019

BUY
$85.53 - $91.12 $1,967 - $2,095
23 Added 2.59%
910 $81,000
Q1 2019

Apr 29, 2019

BUY
$83.66 - $91.53 $35,388 - $38,717
423 Added 91.16%
887 $80,000
Q4 2018

Feb 04, 2019

SELL
$79.19 - $90.9 $3,721 - $4,272
-47 Reduced 9.2%
464 $40,000
Q3 2018

Oct 30, 2018

BUY
$78.09 - $83.47 $31,314 - $33,471
401 Added 364.55%
511 $41,000
Q2 2018

Aug 14, 2018

SELL
$72.12 - $80.5 $39,810 - $44,436
-552 Reduced 83.38%
110 $9,000
Q1 2018

May 14, 2018

BUY
$74.32 - $83.23 $74 - $83
1 Added 0.15%
662 $51,000
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $33,607 - $36,618
402 Added 155.21%
661 $53,000
Q3 2017

Oct 26, 2017

SELL
$83.92 - $88.34 $8,056 - $8,480
-96 Reduced 27.04%
259 $22,000
Q2 2017

Aug 08, 2017

BUY
N/A
355
355 $30,000

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 $83.9B
  • 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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