A detailed history of Stokes Capital Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 2,754 shares of DUK stock, worth $314,093. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,754
Previous 3,236 14.89%
Holding current value
$314,093
Previous $312,000 11.54%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 19, 2024

SELL
$92.87 - $104.6 $44,763 - $50,417
-482 Reduced 14.89%
2,754 $276,000
Q1 2024

Apr 15, 2024

BUY
$90.65 - $99.39 $9,518 - $10,435
105 Added 3.35%
3,236 $312,000
Q4 2023

Jan 12, 2024

BUY
$85.44 - $98.31 $427 - $491
5 Added 0.16%
3,131 $303,000
Q3 2023

Oct 10, 2023

SELL
$86.65 - $95.56 $11,091 - $12,231
-128 Reduced 3.93%
3,126 $275,000
Q2 2023

Jul 11, 2023

BUY
$88.01 - $99.74 $440 - $498
5 Added 0.15%
3,254 $292,000
Q1 2023

Apr 12, 2023

BUY
$91.55 - $105.65 $12,633 - $14,579
138 Added 4.44%
3,249 $313,000
Q4 2022

Jan 18, 2023

BUY
$86.82 - $103.84 $270,097 - $323,046
3,111 New
3,111 $0
Q2 2022

Jul 13, 2022

SELL
$97.82 - $115.43 $226,453 - $267,220
-2,315 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$97.04 - $111.66 $388 - $446
4 Added 0.17%
2,315 $259,000
Q4 2021

Jan 31, 2022

BUY
$96.62 - $104.9 $223,288 - $242,423
2,311 New
2,311 $242,000
Q2 2019

Jul 15, 2019

SELL
$85.53 - $91.12 $556,116 - $592,462
-6,502 Closed
0 $0
Q1 2018

Apr 10, 2018

SELL
$74.32 - $83.23 $3,715 - $4,161
-50 Reduced 0.76%
6,502 $504,000
Q4 2017

Apr 05, 2018

BUY
$83.6 - $91.09 $547,747 - $596,821
6,552
6,552 $551,000

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 $87.8B
  • 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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