A detailed history of Plante Moran Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,223 shares of DUK stock, worth $137,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,223
Previous 1,115 9.69%
Holding current value
$137,183
Previous $111,000 27.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$99.35 - $117.71 $10,729 - $12,712
108 Added 9.69%
1,223 $141,000
Q2 2024

Aug 12, 2024

BUY
$92.87 - $104.6 $11,423 - $12,865
123 Added 12.4%
1,115 $111,000
Q1 2024

May 09, 2024

BUY
$90.65 - $99.39 $14,322 - $15,703
158 Added 18.94%
992 $95,000
Q4 2023

Feb 05, 2024

SELL
$85.44 - $98.31 $29,476 - $33,916
-345 Reduced 29.26%
834 $80,000
Q2 2023

Aug 07, 2023

SELL
$88.01 - $99.74 $12,849 - $14,562
-146 Reduced 11.02%
1,179 $105,000
Q1 2023

May 08, 2023

BUY
$91.55 - $105.65 $366 - $422
4 Added 0.3%
1,325 $127,000
Q4 2022

Feb 09, 2023

BUY
$86.82 - $103.84 $260 - $311
3 Added 0.23%
1,321 $136,000
Q3 2022

Nov 02, 2022

SELL
$24.9 - $110.88 $1,543 - $6,874
-62 Reduced 4.49%
1,318 $123,000
Q2 2022

Aug 02, 2022

BUY
$97.82 - $115.43 $6,651 - $7,849
68 Added 5.18%
1,380 $148,000
Q1 2022

May 06, 2022

SELL
$97.04 - $111.66 $26,588 - $30,594
-274 Reduced 17.28%
1,312 $146,000
Q4 2021

Feb 09, 2022

BUY
$96.62 - $104.9 $37,488 - $40,701
388 Added 32.39%
1,586 $166,000
Q3 2021

Nov 08, 2021

SELL
$97.05 - $107.93 $15,528 - $17,268
-160 Reduced 11.78%
1,198 $117,000
Q2 2021

Aug 10, 2021

SELL
$96.28 - $103.74 $7,413 - $7,987
-77 Reduced 5.37%
1,358 $134,000
Q1 2021

May 13, 2021

BUY
$85.59 - $97.58 $1,027 - $1,170
12 Added 0.84%
1,435 $139,000
Q4 2020

Feb 09, 2021

SELL
$89.04 - $97.31 $68,560 - $74,928
-770 Reduced 35.11%
1,423 $130,000
Q3 2020

Nov 12, 2020

SELL
$79.21 - $88.56 $55,526 - $62,080
-701 Reduced 24.22%
2,193 $194,000
Q2 2020

Aug 10, 2020

SELL
$76.02 - $91.91 $1,672 - $2,022
-22 Reduced 0.75%
2,894 $231,000
Q1 2020

May 07, 2020

BUY
$64.15 - $102.43 $11,418 - $18,232
178 Added 6.5%
2,916 $236,000
Q4 2019

Feb 14, 2020

SELL
$86.66 - $97.17 $341,527 - $382,946
-3,941 Reduced 59.01%
2,738 $250,000
Q3 2019

Nov 13, 2019

BUY
$86.49 - $96.28 $62,705 - $69,803
725 Added 12.18%
6,679 $640,000
Q2 2019

Aug 13, 2019

BUY
$85.53 - $91.12 $171 - $182
2 Added 0.03%
5,954 $525,000
Q1 2019

May 13, 2019

BUY
$83.66 - $91.53 $12,967 - $14,187
155 Added 2.67%
5,952 $536,000
Q4 2018

Jan 29, 2019

BUY
$79.19 - $90.9 $7,919 - $9,090
100 Added 1.76%
5,797 $500,000
Q3 2018

Nov 09, 2018

BUY
$78.09 - $83.47 $29,127 - $31,134
373 Added 7.01%
5,697 $456,000
Q2 2018

Jul 26, 2018

SELL
$72.12 - $80.5 $17,957 - $20,044
-249 Reduced 4.47%
5,324 $421,000
Q1 2018

May 01, 2018

BUY
$74.32 - $83.23 $388,767 - $435,376
5,231 Added 1529.53%
5,573 $432,000
Q4 2017

Feb 01, 2018

SELL
$83.6 - $91.09 $97,310 - $106,028
-1,164 Reduced 77.29%
342 $29,000
Q3 2017

Nov 08, 2017

BUY
$83.92 - $88.34 $126,383 - $133,040
1,506
1,506 $126,000

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 $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...
More about DUK
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