Toth Financial Advisory Corp Duke Energy Corp Transaction History

Toth Financial Advisory Corp

$825 Million
Q3 2024

A detailed history of Toth Financial Advisory Corp transactions in Duke Energy Corp stock. As of the latest transaction made, Toth Financial Advisory Corp holds 263 shares of DUK stock, worth $29,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares

263

Previous 262 0.38%

Holding current value

$29,861

Previous $26,000 15.38%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$99.35 - $117.71 $99 - $117	1 Added 0.38%	263 $30,000
Q2 2024 Jul 16, 2024	SELL	$92.87 - $104.6 $85,068 - $95,813	-916 Reduced 77.76%	262 $26,000
Q1 2024 Apr 16, 2024	BUY	$90.65 - $99.39 $997 - $1,093	11 Added 0.94%	1,178 $113,000
Q4 2023 Jan 26, 2024	BUY	$85.44 - $98.31 $854 - $983	10 Added 0.86%	1,167 $113,000
Q3 2023 Oct 12, 2023	BUY	$86.65 - $95.56 $866 - $955	10 Added 0.87%	1,157 $102,000
Q2 2023 Jul 24, 2023	BUY	$88.01 - $99.74 $880 - $997	10 Added 0.88%	1,147 $102,000
Q1 2023 Apr 24, 2023	SELL	$91.55 - $105.65 $16,479 - $19,017	-180 Reduced 13.67%	1,137 $109,000
Q4 2022 Jan 24, 2023	SELL	$86.82 - $103.84 $2,691 - $3,219	-31 Reduced 2.3%	1,317 $0
Q3 2022 Oct 14, 2022	BUY	$24.9 - $110.88 $1,220 - $5,433	49 Added 3.77%	1,348 $125,000
Q2 2022 Jul 25, 2022	BUY	$97.82 - $115.43 $880 - $1,038	9 Added 0.7%	1,299 $139,000
Q1 2022 Apr 26, 2022	BUY	$97.04 - $111.66 $776 - $893	8 Added 0.62%	1,290 $144,000
Q4 2021 Jan 31, 2022	BUY	$96.62 - $104.9 $772 - $839	8 Added 0.63%	1,282 $135,000
Q3 2021 Oct 20, 2021	BUY	$97.05 - $107.93 $873 - $971	9 Added 0.71%	1,274 $124,000
Q2 2021 Jul 26, 2021	BUY	$96.28 - $103.74 $770 - $829	8 Added 0.64%	1,265 $125,000
Q1 2021 Apr 20, 2021	SELL	$85.59 - $97.58 $23,622 - $26,932	-276 Reduced 18.0%	1,257 $121,000
Q4 2020 Jan 25, 2021	BUY	$89.04 - $97.31 $1,068 - $1,167	12 Added 0.79%	1,533 $140,000
Q3 2020 Oct 16, 2020	BUY	$79.21 - $88.56 $1,029 - $1,151	13 Added 0.86%	1,521 $135,000
Q2 2020 Jul 14, 2020	SELL	$76.02 - $91.91 $6,461 - $7,812	-85 Reduced 5.34%	1,508 $120,000
Q1 2020 Apr 20, 2020	BUY	$64.15 - $102.43 $7,184 - $11,472	112 Added 7.56%	1,593 $128,000
Q4 2019 Jan 27, 2020	BUY	$86.66 - $97.17 $1,039 - $1,166	12 Added 0.82%	1,481 $135,000
Q3 2019 Oct 15, 2019	BUY	$86.49 - $96.28 $864 - $962	10 Added 0.69%	1,469 $141,000
Q2 2019 Jul 17, 2019	BUY	$85.53 - $91.12 $1,026 - $1,093	12 Added 0.83%	1,459 $129,000
Q1 2019 Apr 15, 2019	BUY	$83.66 - $91.53 $15,058 - $16,475	180 Added 14.21%	1,447 $130,000
Q4 2018 Jan 22, 2019	BUY	$79.19 - $90.9 $791 - $909	10 Added 0.8%	1,267 $109,000
Q3 2018 Oct 15, 2018	BUY	$78.09 - $83.47 $12,494 - $13,355	160 Added 14.59%	1,257 $101,000
Q4 2017 Feb 06, 2018	BUY	$83.6 - $91.09 $91,709 - $99,925	1,097	1,097 $92,000

Others Institutions Holding DUK

# of Institutions

2,283

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 $87.4B
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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Toth Financial Advisory Corp Duke Energy Corp Transaction History