Personal Cfo Solutions, LLC Duke Energy Corp Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,670 shares of DUK stock, worth $636,003. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,670

Previous 5,713 0.75%

Holding current value

$636,003

Previous $572,000 14.16%

% of portfolio

0.09%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$99.35 - $117.71 $4,272 - $5,061	-43 Reduced 0.75%	5,670 $653,000
Q2 2024 Aug 09, 2024	BUY	$92.87 - $104.6 $4,736 - $5,334	51 Added 0.9%	5,713 $572,000
Q1 2024 May 13, 2024	BUY	$90.65 - $99.39 $33,721 - $36,973	372 Added 7.03%	5,662 $547,000
Q4 2023 Feb 13, 2024	BUY	$85.44 - $98.31 $7,775 - $8,946	91 Added 1.75%	5,290 $513,000
Q3 2023 Nov 13, 2023	BUY	$86.65 - $95.56 $30,847 - $34,019	356 Added 7.35%	5,199 $458,000
Q2 2023 Aug 10, 2023	SELL	$88.01 - $99.74 $51,485 - $58,347	-585 Reduced 10.78%	4,843 $434,000
Q1 2023 May 09, 2023	BUY	$91.55 - $105.65 $19,500 - $22,503	213 Added 4.08%	5,428 $523,000
Q4 2022 Feb 14, 2023	BUY	$86.82 - $103.84 $12,849 - $15,368	148 Added 2.92%	5,215 $536,000
Q3 2022 Nov 01, 2022	SELL	$24.9 - $110.88 $2,564 - $11,420	-103 Reduced 1.99%	5,067 $471,000
Q2 2022 Aug 05, 2022	SELL	$97.82 - $115.43 $3,228 - $3,809	-33 Reduced 0.63%	5,170 $554,000
Q1 2022 May 02, 2022	BUY	$97.04 - $111.66 $4,852 - $5,583	50 Added 0.97%	5,203 $581,000
Q4 2021 Feb 11, 2022	SELL	$96.62 - $104.9 $46,280 - $50,247	-479 Reduced 8.5%	5,153 $541,000
Q3 2021 Nov 18, 2021	BUY	$97.05 - $107.93 $3,493 - $3,885	36 Added 0.64%	5,632 $550,000
Q2 2021 Jul 22, 2021	BUY	$96.28 - $103.74 $673 - $726	7 Added 0.13%	5,596 $552,000
Q1 2021 Apr 21, 2021	SELL	$85.59 - $97.58 $427 - $487	-5 Reduced 0.09%	5,589 $540,000
Q4 2020 Feb 09, 2021	SELL	$89.04 - $97.31 $4,897 - $5,352	-55 Reduced 0.97%	5,594 $512,000
Q3 2020 Nov 02, 2020	SELL	$79.21 - $88.56 $176,638 - $197,488	-2,230 Reduced 28.3%	5,649 $0
Q2 2020 Aug 03, 2020	BUY	$76.02 - $91.91 $456 - $551	6 Added 0.08%	7,879 $629,000
Q1 2020 Apr 30, 2020	BUY	$64.15 - $102.43 $182,378 - $291,208	2,843 Added 56.52%	7,873 $637,000
Q3 2019 Nov 13, 2019	BUY	$86.49 - $96.28 $435,044 - $484,288	5,030 New	5,030 $482,000

Others Institutions Holding DUK

# of Institutions

2,283

Shares Held

511M

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 $86.4B
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...

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Personal Cfo Solutions, LLC Duke Energy Corp Transaction History