Tiemann Investment Advisors, LLC Duke Energy Corp Transaction History

Tiemann Investment Advisors, LLC

$230 Million
Q3 2024

A detailed history of Tiemann Investment Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Tiemann Investment Advisors, LLC holds 4,373 shares of DUK stock, worth $468,260. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,373

Previous 4,523 3.32%

Holding current value

$468,260

Previous $453,000 11.26%

% of portfolio

0.22%

Previous 0.2%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$99.35 - $117.71 $14,902 - $17,656	-150 Reduced 3.32%	4,373 $504,000
Q2 2024 Aug 12, 2024	SELL	$92.87 - $104.6 $1,857 - $2,092	-20 Reduced 0.44%	4,523 $453,000
Q1 2024 May 13, 2024	BUY	$90.65 - $99.39 $13,597 - $14,908	150 Added 3.41%	4,543 $439,000
Q4 2023 Feb 14, 2024	SELL	$85.44 - $98.31 $31,271 - $35,981	-366 Reduced 7.69%	4,393 $426,000
Q3 2023 Nov 13, 2023	SELL	$86.65 - $95.56 $2,166 - $2,389	-25 Reduced 0.52%	4,759 $420,000
Q2 2023 Aug 11, 2023	BUY	$88.01 - $99.74 $21,122 - $23,937	240 Added 5.28%	4,784 $429,000
Q1 2023 May 11, 2023	SELL	$91.55 - $105.65 $8,239 - $9,508	-90 Reduced 1.94%	4,544 $438,000
Q4 2022 Feb 14, 2023	SELL	$86.82 - $103.84 $2,865 - $3,426	-33 Reduced 0.71%	4,634 $477,000
Q2 2022 Aug 12, 2022	SELL	$97.82 - $115.43 $4,891 - $5,771	-50 Reduced 1.06%	4,667 $500,000
Q1 2022 May 13, 2022	SELL	$97.04 - $111.66 $1,940 - $2,233	-20 Reduced 0.42%	4,717 $527,000
Q4 2021 Feb 14, 2022	SELL	$96.62 - $104.9 $6,763 - $7,343	-70 Reduced 1.46%	4,737 $497,000
Q3 2021 Nov 15, 2021	SELL	$97.05 - $107.93 $26,009 - $28,925	-268 Reduced 5.28%	4,807 $469,000
Q2 2021 Aug 13, 2021	SELL	$96.28 - $103.74 $15,212 - $16,390	-158 Reduced 3.02%	5,075 $501,000
Q1 2021 May 12, 2021	SELL	$85.59 - $97.58 $236,827 - $270,003	-2,767 Reduced 34.59%	5,233 $505,000
Q1 2021 May 11, 2021	BUY	$85.59 - $97.58 $250,521 - $285,616	2,927 Added 57.7%	8,000 $760,000
Q3 2020 Nov 12, 2020	BUY	$79.21 - $88.56 $27,723 - $30,996	350 Added 7.41%	5,073 $449,000
Q2 2020 Aug 13, 2020	SELL	$76.02 - $91.91 $11,403 - $13,786	-150 Reduced 3.08%	4,723 $377,000
Q1 2020 May 15, 2020	BUY	$64.15 - $102.43 $11,033 - $17,617	172 Added 3.66%	4,873 $394,000
Q3 2019 Nov 15, 2019	BUY	$86.49 - $96.28 $17,298 - $19,256	200 Added 4.44%	4,701 $451,000
Q3 2018 Nov 13, 2018	SELL	$78.09 - $83.47 $3,904 - $4,173	-50 Reduced 1.1%	4,501 $360,000
Q2 2018 Aug 14, 2018	SELL	$72.12 - $80.5 $15,577 - $17,388	-216 Reduced 4.53%	4,551 $360,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,767	4,767 $398,000

Others Institutions Holding DUK

# of Institutions

2,288

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 $82.4B
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...

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Tiemann Investment Advisors, LLC Duke Energy Corp Transaction History