Strategic Wealth Advisors Group, LLC Duke Energy Corp Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 33,229 shares of DUK stock, worth $3.59 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

33,229

Previous 39,821 16.55%

Holding current value

$3.59 Million

Previous $4.26 Million 27.49%

% of portfolio

0.13%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$24.9 - $110.88 $164,140 - $730,920	-6,592 Reduced 16.55%	33,229 $3.09 Million
Q2 2022 Aug 12, 2022	BUY	$97.82 - $115.43 $94,983 - $112,082	971 Added 2.5%	39,821 $4.26 Million
Q1 2022 May 10, 2022	BUY	$97.04 - $111.66 $251,915 - $289,869	2,596 Added 7.16%	38,850 $4.32 Million
Q4 2021 Feb 16, 2022	BUY	$96.62 - $104.9 $84,349 - $91,577	873 Added 2.47%	36,254 $3.77 Million
Q3 2021 Nov 17, 2021	SELL	$97.05 - $107.93 $134,996 - $150,130	-1,391 Reduced 3.78%	35,381 $3.46 Million
Q2 2021 Aug 10, 2021	BUY	$96.28 - $103.74 $1.5 Million - $1.61 Million	15,552 Added 73.29%	36,772 $3.63 Million
Q1 2021 May 07, 2021	BUY	$85.59 - $97.58 $24,478 - $27,907	286 Added 1.37%	21,220 $2.05 Million
Q4 2020 Feb 12, 2021	SELL	$89.04 - $97.31 $11,397 - $12,455	-128 Reduced 0.61%	20,934 $1.92 Million
Q3 2020 Nov 30, 2020	SELL	$79.21 - $88.56 $37,862 - $42,331	-478 Reduced 2.22%	21,062 $1.87 Million
Q2 2020 Aug 03, 2020	SELL	$76.02 - $91.91 $63,932 - $77,296	-841 Reduced 3.76%	21,540 $1.77 Million
Q1 2020 May 05, 2020	BUY	$64.15 - $102.43 $37,207 - $59,409	580 Added 2.66%	22,381 $1.74 Million
Q4 2019 Feb 10, 2020	BUY	$86.66 - $97.17 $52,255 - $58,593	603 Added 2.84%	21,801 $1.99 Million
Q3 2019 Nov 04, 2019	SELL	$86.49 - $96.28 $63,656 - $70,862	-736 Reduced 3.36%	21,198 $2.04 Million
Q2 2019 Aug 13, 2019	BUY	$85.53 - $91.12 $148,822 - $158,548	1,740 Added 8.62%	21,934 $1.92 Million
Q1 2019 May 02, 2019	BUY	$83.66 - $91.53 $7,529 - $8,237	90 Added 0.45%	20,194 $0
Q4 2018 Feb 12, 2019	SELL	$79.19 - $90.9 $1,504 - $1,727	-19 Reduced 0.09%	20,104 $1.7 Million
Q3 2018 Nov 07, 2018	BUY	$78.09 - $83.47 $1.57 Million - $1.68 Million	20,123 New	20,123 $1.61 Million

Others Institutions Holding DUK

# of Institutions

2,289

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Duke Energy Corp Transaction History