A detailed history of Schechter Investment Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 11,281 shares of DUK stock, worth $1.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,281
Previous 11,244 0.33%
Holding current value
$1.29 Million
Previous $1.09 Million 3.96%
% of portfolio
0.12%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$92.87 - $104.6 $3,436 - $3,870
37 Added 0.33%
11,281 $1.13 Million
Q1 2024

May 06, 2024

BUY
$90.65 - $99.39 $12,781 - $14,013
141 Added 1.27%
11,244 $1.09 Million
Q4 2023

Jan 17, 2024

BUY
$85.44 - $98.31 $14,781 - $17,007
173 Added 1.58%
11,103 $1.08 Million
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $175,552 - $193,604
2,026 Added 22.75%
10,930 $964,000
Q2 2023

Jul 26, 2023

SELL
$88.01 - $99.74 $101,299 - $114,800
-1,151 Reduced 11.45%
8,904 $799,000
Q1 2023

Apr 28, 2023

SELL
$91.55 - $105.65 $120,479 - $139,035
-1,316 Reduced 11.57%
10,055 $970,000
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $73,102 - $87,433
842 Added 8.0%
11,371 $1.17 Million
Q3 2022

Nov 04, 2022

BUY
$24.9 - $110.88 $6,175 - $27,498
248 Added 2.41%
10,529 $979,000
Q2 2022

Nov 03, 2022

BUY
$97.82 - $115.43 $1.01 Million - $1.19 Million
10,281 New
10,281 $1.1 Million
Q1 2022

Nov 18, 2022

BUY
$97.04 - $111.66 $93,352 - $107,416
962 Added 9.14%
11,491 $1.28 Million
Q4 2021

Dec 27, 2022

BUY
$96.62 - $104.9 $772 - $839
8 Added 0.08%
10,537 $1.11 Million

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 $87.8B
  • 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 Schechter Investment Advisors, LLC Portfolio

Follow Schechter 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.