Sutton Wealth Advisors Inc. Duke Energy Corp Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 3,654 shares of DUK stock, worth $451,415. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,654

Previous 5,318 31.29%

Holding current value

$451,415

Previous $477 Million 32.42%

% of portfolio

0.16%

Previous 0.23%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$86.65 - $95.56 $144,185 - $159,011	-1,664 Reduced 31.29%	3,654 $323 Million
Q2 2023 Nov 08, 2023	BUY	$88.01 - $99.74 $11,617 - $13,165	132 Added 2.55%	5,318 $477 Million
Q1 2023 Nov 07, 2023	BUY	$91.55 - $105.65 $9,155 - $10,565	100 Added 1.97%	5,186 $500 Million
Q4 2022 Nov 07, 2023	SELL	$86.82 - $103.84 $58,950 - $70,507	-679 Reduced 11.78%	5,086 $524 Million
Q3 2022 Nov 07, 2023	BUY	$24.9 - $110.88 $38,022 - $169,313	1,527 Added 36.03%	5,765 $536 Million
Q2 2022 Nov 07, 2023	BUY	$97.82 - $115.43 $39,128 - $46,172	400 Added 10.42%	4,238 $454 Million
Q1 2022 Nov 07, 2023	BUY	$97.04 - $111.66 $55,992 - $64,427	577 Added 17.69%	3,838 $429 Million
Q4 2021 Nov 07, 2023	BUY	$96.62 - $104.9 $45,797 - $49,722	474 Added 17.01%	3,261 $342 Million
Q3 2021 Nov 07, 2023	BUY	$97.05 - $107.93 $18,827 - $20,938	194 Added 7.48%	2,787 $272 Million
Q1 2021 Nov 07, 2023	BUY	$85.59 - $97.58 $2,310 - $2,634	27 Added 1.05%	2,593 $250 Million
Q4 2020 Nov 07, 2023	BUY	$89.04 - $97.31 $2,849 - $3,113	32 Added 1.26%	2,566 $235 Million
Q3 2020 Nov 07, 2023	BUY	$79.21 - $88.56 $237 - $265	3 Added 0.12%	2,534 $224 Million
Q2 2020 Nov 07, 2023	SELL	$76.02 - $91.91 $532 - $643	-7 Reduced 0.28%	2,531 $202 Million
Q1 2020 Nov 07, 2023	BUY	$64.15 - $102.43 $513 - $819	8 Added 0.32%	2,538 $205 Million
Q4 2019 Nov 07, 2023	BUY	$86.66 - $97.17 $259 - $291	3 Added 0.12%	2,530 $231 Million
Q3 2019 Nov 07, 2023	BUY	$86.49 - $96.28 $18,681 - $20,796	216 Added 9.35%	2,527 $242 Million
Q2 2019 Nov 06, 2023	BUY	$85.53 - $91.12 $855 - $911	10 Added 0.43%	2,311 $204 Million
Q1 2019 Nov 06, 2023	BUY	$83.66 - $91.53 $920 - $1,006	11 Added 0.48%	2,301 $207 Million
Q3 2018 Nov 06, 2023	SELL	$78.09 - $83.47 $30,142 - $32,219	-386 Reduced 14.42%	2,290 $183 Million
Q2 2018 Nov 06, 2023	SELL	$72.12 - $80.5 $18,462 - $20,608	-256 Reduced 8.73%	2,676 $212 Million
Q1 2018 Nov 06, 2023	SELL	$74.32 - $83.23 $17,242 - $19,309	-232 Reduced 7.33%	2,932 $227 Million
Q2 2017 Nov 06, 2023	BUY	N/A	2,000 Added 171.82%	3,164 $264 Million
Q1 2017 Nov 06, 2023	SELL	N/A	-16 Reduced 1.36%	1,164 $95.5 Million
Q4 2016 Nov 06, 2023	SELL	N/A	-533 Reduced 31.12%	1,180 $91.6 Million
Q3 2016 Nov 06, 2023	BUY	N/A	13 Added 0.76%	1,713 $137 Million
Q2 2016 Nov 06, 2023	BUY	N/A	100 Added 6.25%	1,700 $146 Million
Q1 2016 Nov 06, 2023	BUY	N/A	1,600	1,600 $129 Million

Others Institutions Holding DUK

# of Institutions

2,587

Shares Held

538M

Call Options Held

5.37M

Put Options Held

3.38M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $95.1B
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 Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.

Account

Sutton Wealth Advisors Inc. Duke Energy Corp Transaction History