A detailed history of Sound View Wealth Advisors Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 20,775 shares of DUK stock, worth $2.07 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,775
Previous 21,787 4.64%
Holding current value
$2.07 Million
Previous $2.11 Million 4.97%
% of portfolio
0.22%
Previous 0.23%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$90.65 - $99.39 $91,737 - $100,582
-1,012 Reduced 4.64%
20,775 $2.01 Million
Q4 2023

Feb 08, 2024

SELL
$85.44 - $98.31 $78,006 - $89,757
-913 Reduced 4.02%
21,787 $2.11 Million
Q3 2023

Nov 07, 2023

BUY
$86.65 - $95.56 $226,936 - $250,271
2,619 Added 13.04%
22,700 $2 Million
Q2 2023

Aug 08, 2023

SELL
$88.01 - $99.74 $66,007 - $74,805
-750 Reduced 3.6%
20,081 $1.8 Million
Q1 2023

May 12, 2023

BUY
$91.55 - $105.65 $530,349 - $612,030
5,793 Added 38.52%
20,831 $2.01 Million
Q4 2022

Feb 08, 2023

BUY
$86.82 - $103.84 $5,035 - $6,022
58 Added 0.39%
15,038 $1.55 Million
Q3 2022

Nov 08, 2022

SELL
$24.9 - $110.88 $15,039 - $66,971
-604 Reduced 3.88%
14,980 $1.39 Million
Q2 2022

Aug 05, 2022

SELL
$97.82 - $115.43 $62,702 - $73,990
-641 Reduced 3.95%
15,584 $1.67 Million
Q1 2022

May 11, 2022

BUY
$97.04 - $111.66 $1,649 - $1,898
17 Added 0.1%
16,225 $1.81 Million
Q4 2021

Jan 20, 2022

BUY
$96.62 - $104.9 $142,128 - $154,307
1,471 Added 9.98%
16,208 $1.7 Million
Q3 2021

Oct 21, 2021

SELL
$97.05 - $107.93 $144,022 - $160,168
-1,484 Reduced 9.15%
14,737 $1.44 Million
Q2 2021

Jul 21, 2021

BUY
$96.28 - $103.74 $24,358 - $26,246
253 Added 1.58%
16,221 $1.6 Million
Q1 2021

Apr 28, 2021

SELL
$85.59 - $97.58 $69,670 - $79,430
-814 Reduced 4.85%
15,968 $1.54 Million
Q4 2020

Feb 02, 2021

BUY
$89.04 - $97.31 $62,328 - $68,117
700 Added 4.35%
16,782 $1.54 Million
Q3 2020

Nov 09, 2020

BUY
$79.21 - $88.56 $8,633 - $9,653
109 Added 0.68%
16,082 $1.42 Million
Q2 2020

Aug 07, 2020

SELL
$76.02 - $91.91 $27,063 - $32,719
-356 Reduced 2.18%
15,973 $1.28 Million
Q1 2020

May 12, 2020

BUY
$64.15 - $102.43 $7,313 - $11,677
114 Added 0.7%
16,329 $1.32 Million
Q4 2019

Jan 27, 2020

SELL
$86.66 - $97.17 $61,355 - $68,796
-708 Reduced 4.18%
16,215 $1.48 Million
Q3 2019

Nov 07, 2019

SELL
$86.49 - $96.28 $35,893 - $39,956
-415 Reduced 2.39%
16,923 $1.62 Million
Q2 2019

Aug 07, 2019

BUY
$85.53 - $91.12 $1.48 Million - $1.58 Million
17,338 New
17,338 $1.53 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 $76.9B
  • 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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