A detailed history of Successful Portfolios LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Successful Portfolios LLC holds 19,707 shares of DUK stock, worth $2.21 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
19,707
Previous 19,783 0.38%
Holding current value
$2.21 Million
Previous $1.98 Million 14.63%
% of portfolio
1.54%
Previous 1.39%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$99.35 - $117.71 $7,550 - $8,945
-76 Reduced 0.38%
19,707 $2.27 Million
Q2 2024

Jul 12, 2024

SELL
$92.87 - $104.6 $84,604 - $95,290
-911 Reduced 4.4%
19,783 $1.98 Million
Q1 2024

Apr 17, 2024

SELL
$90.65 - $99.39 $43,330 - $47,508
-478 Reduced 2.26%
20,694 $2 Million
Q4 2023

Jan 18, 2024

BUY
$85.44 - $98.31 $169,854 - $195,440
1,988 Added 10.36%
21,172 $2.05 Million
Q3 2023

Oct 10, 2023

SELL
$86.65 - $95.56 $17,330 - $19,112
-200 Reduced 1.03%
19,184 $1.69 Million
Q2 2023

Jul 20, 2023

SELL
$88.01 - $99.74 $45,765 - $51,864
-520 Reduced 2.61%
19,384 $1.74 Million
Q1 2023

Apr 21, 2023

SELL
$91.55 - $105.65 $16,021 - $18,488
-175 Reduced 0.87%
19,904 $1.92 Million
Q4 2022

Jan 27, 2023

BUY
$86.82 - $103.84 $21,705 - $25,960
250 Added 1.26%
20,079 $0
Q3 2022

Oct 12, 2022

BUY
$24.9 - $110.88 $747 - $3,326
30 Added 0.15%
19,829 $1.84 Million
Q2 2022

Jul 22, 2022

SELL
$97.82 - $115.43 $2,445 - $2,885
-25 Reduced 0.13%
19,799 $2.12 Million
Q1 2022

Apr 21, 2022

BUY
$97.04 - $111.66 $4,560 - $5,248
47 Added 0.24%
19,824 $2.21 Million
Q4 2021

Jan 26, 2022

SELL
$96.62 - $104.9 $2,415 - $2,622
-25 Reduced 0.13%
19,777 $2.08 Million
Q3 2021

Oct 14, 2021

BUY
$97.05 - $107.93 $60,171 - $66,916
620 Added 3.23%
19,802 $1.93 Million
Q1 2021

Apr 20, 2021

BUY
$85.59 - $97.58 $60,340 - $68,793
705 Added 3.82%
19,182 $1.85 Million
Q2 2020

Jul 13, 2020

BUY
$76.02 - $91.91 $20,905 - $25,275
275 Added 1.51%
18,477 $1.48 Million
Q1 2020

Apr 23, 2020

BUY
$64.15 - $102.43 $14,626 - $23,354
228 Added 1.27%
18,202 $1.47 Million
Q4 2019

Jan 23, 2020

BUY
$86.66 - $97.17 $7,452 - $8,356
86 Added 0.48%
17,974 $1.64 Million
Q3 2019

Oct 11, 2019

SELL
$86.49 - $96.28 $8,908 - $9,916
-103 Reduced 0.57%
17,888 $1.72 Million
Q2 2019

Jul 11, 2019

SELL
$85.53 - $91.12 $1,368 - $1,457
-16 Reduced 0.09%
17,991 $1.59 Million
Q1 2019

Apr 22, 2019

BUY
$83.66 - $91.53 $250 - $274
3 Added 0.02%
18,007 $1.62 Million
Q4 2018

Jan 14, 2019

SELL
$79.19 - $90.9 $316 - $363
-4 Reduced 0.02%
18,004 $1.55 Million
Q3 2018

Oct 15, 2018

SELL
$78.09 - $83.47 $3,045 - $3,255
-39 Reduced 0.22%
18,008 $1.44 Million
Q2 2018

Jul 24, 2018

SELL
$72.12 - $80.5 $14,424 - $16,100
-200 Reduced 1.1%
18,047 $1.43 Million
Q1 2018

May 08, 2018

SELL
$74.32 - $83.23 $20,140 - $22,555
-271 Reduced 1.46%
18,247 $1.41 Million
Q4 2017

Feb 09, 2018

BUY
$83.6 - $91.09 $1.55 Million - $1.69 Million
18,518
18,518 $1.56 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 $86.4B
  • 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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