A detailed history of Steward Partners Investment Advisory, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 61,904 shares of DUK stock, worth $7.17 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
61,904
Previous 59,207 4.56%
Holding current value
$7.17 Million
Previous $5.73 Million 8.37%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 08, 2024

BUY
$92.87 - $104.6 $250,470 - $282,106
2,697 Added 4.56%
61,904 $6.2 Million
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $604,544 - $662,831
6,669 Added 12.69%
59,207 $5.73 Million
Q4 2023

Feb 12, 2024

SELL
$85.44 - $98.31 $147,725 - $169,977
-1,729 Reduced 3.19%
52,538 $5.1 Million
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $193,749 - $213,672
-2,236 Reduced 3.96%
54,267 $4.79 Million
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $21,650 - $24,536
-246 Reduced 0.43%
56,503 $5.07 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $159,754 - $184,359
1,745 Added 3.17%
56,749 $5.47 Million
Q4 2022

Feb 15, 2023

BUY
$86.82 - $103.84 $232,156 - $277,668
2,674 Added 5.11%
55,004 $5.66 Million
Q3 2022

Nov 10, 2022

SELL
$24.9 - $110.88 $1,444 - $6,431
-58 Reduced 0.11%
52,330 $4.87 Million
Q2 2022

Aug 04, 2022

SELL
$97.82 - $115.43 $293 - $346
-3 Reduced 0.01%
52,388 $5.62 Million
Q1 2022

May 02, 2022

BUY
$97.04 - $111.66 $33,866 - $38,969
349 Added 0.67%
52,391 $5.85 Million
Q4 2021

Feb 08, 2022

SELL
$96.62 - $104.9 $277,106 - $300,853
-2,868 Reduced 5.22%
52,042 $5.46 Million
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $60,073 - $66,808
619 Added 1.14%
54,910 $5.36 Million
Q2 2021

Aug 13, 2021

SELL
$96.28 - $103.74 $1.12 Million - $1.21 Million
-11,657 Reduced 17.68%
54,291 $5.36 Million
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $1.32 Million - $1.5 Million
15,372 Added 30.39%
65,948 $6.37 Million
Q4 2020

Feb 11, 2021

BUY
$89.04 - $97.31 $267,921 - $292,805
3,009 Added 6.33%
50,576 $4.63 Million
Q3 2020

Oct 30, 2020

BUY
$79.21 - $88.56 $190,737 - $213,252
2,408 Added 5.33%
47,567 $4.21 Million
Q2 2020

Aug 06, 2020

BUY
$76.02 - $91.91 $476,569 - $576,183
6,269 Added 16.12%
45,159 $3.61 Million
Q1 2020

Apr 29, 2020

BUY
$64.15 - $102.43 $85,704 - $136,846
1,336 Added 3.56%
38,890 $3.15 Million
Q4 2019

Jan 17, 2020

BUY
$86.66 - $97.17 $56,848 - $63,743
656 Added 1.78%
37,554 $3.43 Million
Q3 2019

Oct 30, 2019

BUY
$86.49 - $96.28 $75,938 - $84,533
878 Added 2.44%
36,898 $3.54 Million
Q2 2019

Jul 25, 2019

BUY
$85.53 - $91.12 $1,625 - $1,731
19 Added 0.05%
36,020 $3.18 Million
Q1 2019

Apr 30, 2019

SELL
$83.66 - $91.53 $119,466 - $130,704
-1,428 Reduced 3.82%
36,001 $3.24 Million
Q4 2018

Jan 15, 2019

BUY
$79.19 - $90.9 $362,848 - $416,503
4,582 Added 13.95%
37,429 $3.23 Million
Q3 2018

Oct 23, 2018

BUY
$78.09 - $83.47 $503,055 - $537,713
6,442 Added 24.4%
32,847 $2.63 Million
Q2 2018

Jul 20, 2018

BUY
$72.12 - $80.5 $467,842 - $522,203
6,487 Added 32.57%
26,405 $2.09 Million
Q1 2018

Apr 20, 2018

BUY
$74.32 - $83.23 $65,104 - $72,909
876 Added 4.6%
19,918 $1.54 Million
Q4 2017

Jan 19, 2018

SELL
$83.6 - $91.09 $5,183 - $5,647
-62 Reduced 0.32%
19,042 $1.6 Million
Q3 2017

Nov 22, 2017

BUY
$83.92 - $88.34 $154,916 - $163,075
1,846 Added 10.7%
19,104 $1.6 Million
Q2 2017

Nov 22, 2017

BUY
N/A
1,452 Added 9.19%
17,258 $1.44 Million
Q1 2017

Nov 22, 2017

BUY
N/A
5,998 Added 61.15%
15,806 $1.3 Million
Q4 2016

Nov 22, 2017

BUY
N/A
9,808
9,808 $761,000

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 $89.2B
  • 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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