Souders Financial Advisors Duke Energy Corp Transaction History

Souders Financial Advisors

$641 Million
Q1 2025

A detailed history of Souders Financial Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, Souders Financial Advisors holds 12,443 shares of DUK stock, worth $1.45 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

12,443

Previous 12,357 0.7%

Holding current value

$1.45 Million

Previous $1.33 Million 13.97%

% of portfolio

0.24%

Previous 0.2%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$105.87 - $121.97 $9,104 - $10,489	86 Added 0.7%	12,443 $1.52 Million
Q4 2024 Feb 06, 2025	BUY	$105.76 - $120.76 $212,048 - $242,123	2,005 Added 19.37%	12,357 $1.33 Million
Q3 2024 Nov 05, 2024	BUY	$99.35 - $117.71 $3,079 - $3,649	31 Added 0.3%	10,352 $1.19 Million
Q2 2024 Aug 28, 2024	SELL	$92.87 - $104.6 $192,798 - $217,149	-2,076 Reduced 16.75%	10,321 $1.03 Million
Q1 2024 May 08, 2024	SELL	$90.65 - $99.39 $90,378 - $99,091	-997 Reduced 7.44%	12,397 $1.2 Million
Q4 2023 Jan 24, 2024	BUY	$85.44 - $98.31 $166,522 - $191,606	1,949 Added 17.03%	13,394 $1.3 Million
Q3 2023 Nov 06, 2023	SELL	$86.65 - $95.56 $123,216 - $135,886	-1,422 Reduced 11.05%	11,445 $1.01 Million
Q2 2023 Aug 09, 2023	BUY	$88.01 - $99.74 $87,041 - $98,642	989 Added 8.33%	12,867 $1.15 Million
Q1 2023 May 09, 2023	SELL	$91.55 - $105.65 $35,246 - $40,675	-385 Reduced 3.14%	11,878 $1.15 Million
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $13,196 - $15,783	152 Added 1.26%	12,263 $1.26 Million
Q3 2022 Nov 10, 2022	BUY	$24.9 - $110.88 $2,689 - $11,975	108 Added 0.9%	12,111 $1.13 Million
Q2 2022 Aug 05, 2022	BUY	$97.82 - $115.43 $39,910 - $47,095	408 Added 3.52%	12,003 $1.29 Million
Q1 2022 May 04, 2022	BUY	$97.04 - $111.66 $29,985 - $34,502	309 Added 2.74%	11,595 $1.3 Million
Q4 2021 Feb 04, 2022	BUY	$96.62 - $104.9 $54,203 - $58,848	561 Added 5.23%	11,286 $1.18 Million
Q3 2021 Nov 03, 2021	BUY	$97.05 - $107.93 $74,340 - $82,674	766 Added 7.69%	10,725 $1.05 Million
Q2 2021 Aug 09, 2021	BUY	$96.28 - $103.74 $61,330 - $66,082	637 Added 6.83%	9,959 $983,000
Q1 2021 May 13, 2021	BUY	$85.59 - $97.58 $100,311 - $114,363	1,172 Added 14.38%	9,322 $900,000
Q4 2020 Feb 09, 2021	BUY	$89.04 - $97.31 $6,232 - $6,811	70 Added 0.87%	8,150 $746,000
Q3 2020 Nov 12, 2020	BUY	$79.21 - $88.56 $25,426 - $28,427	321 Added 4.14%	8,080 $785,000
Q2 2020 Aug 11, 2020	BUY	$76.02 - $91.91 $79,060 - $95,586	1,040 Added 15.48%	7,759 $620,000
Q1 2020 May 12, 2020	BUY	$64.15 - $102.43 $431,023 - $688,227	6,719 New	6,719 $543,000

Others Institutions Holding DUK

# of Institutions

2,539

Shares Held

517M

Call Options Held

7.48M

Put Options Held

3.3M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $89.5B
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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Souders Financial Advisors Duke Energy Corp Transaction History