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 3,048 shares of DUK stock, worth $330,037. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,048
Previous 2,736 11.4%
Holding current value
$330,037
Previous $274,000 28.1%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024

BUY
$99.35 - $117.71 $30,997 - $36,725
312 Added 11.4%
3,048 $351,000
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 $83.4B
  • 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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