A detailed history of Simon Quick Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 2,736 shares of DUK stock, worth $317,293. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,736
Holding current value
$317,293
% of portfolio
0.02%

Shares

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

Aug 02, 2024

BUY
$92.87 - $104.6 $254,092 - $286,185
2,736 New
2,736 $274,000
Q3 2023

Oct 24, 2023

BUY
$86.65 - $95.56 $218,011 - $240,428
2,516 New
2,516 $222,000
Q2 2022

Aug 08, 2022

SELL
$97.82 - $115.43 $30,226 - $35,667
-309 Closed
0 $0
Q1 2022

May 05, 2022

SELL
$97.04 - $111.66 $40,659 - $46,785
-419 Reduced 57.55%
309 $35,000
Q4 2021

Feb 08, 2022

BUY
$96.62 - $104.9 $7,246 - $7,867
75 Added 11.49%
728 $76,000
Q3 2021

Oct 27, 2021

SELL
$97.05 - $107.93 $51,436 - $57,202
-530 Reduced 44.8%
653 $63,000
Q2 2021

Jul 21, 2021

SELL
$96.28 - $103.74 $18,870 - $20,333
-196 Reduced 14.21%
1,183 $116,000
Q1 2021

May 06, 2021

BUY
$85.59 - $97.58 $95,004 - $108,313
1,110 Added 412.64%
1,379 $133,000
Q4 2020

Jan 27, 2021

BUY
$89.04 - $97.31 $14,780 - $16,153
166 Added 161.17%
269 $25,000
Q3 2020

Oct 26, 2020

BUY
$79.21 - $88.56 $8,158 - $9,121
103 New
103 $9,000
Q1 2020

Apr 09, 2020

SELL
$64.15 - $102.43 $52,218 - $83,378
-814 Closed
0 $0
Q4 2019

Jan 06, 2020

BUY
$86.66 - $97.17 $16,552 - $18,559
191 Added 30.66%
814 $74,000
Q2 2019

Aug 05, 2019

BUY
$85.53 - $91.12 $598 - $637
7 Added 1.14%
623 $0
Q1 2019

Apr 16, 2019

SELL
$83.66 - $91.53 $14,054 - $15,377
-168 Reduced 21.43%
616 $55,000
Q4 2018

Jan 29, 2019

BUY
$79.19 - $90.9 $58,600 - $67,266
740 Added 1681.82%
784 $68,000
Q4 2017

Feb 13, 2018

BUY
$83.6 - $91.09 $3,678 - $4,007
44
44 $3,000

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 $89.3B
  • 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 Simon Quick Advisors, LLC Portfolio

Follow Simon Quick 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 Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.