A detailed history of United Capital Financial Advisers, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 44,949 shares of DUK stock, worth $5.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
44,949
Previous 41,512 8.28%
Holding current value
$5.2 Million
Previous $4.01 Million 12.23%
% of portfolio
0.04%
Previous 0.03%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $319,194 - $359,510
3,437 Added 8.28%
44,949 $4.51 Million
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $762,457 - $835,969
8,411 Added 25.41%
41,512 $4.01 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $322,194 - $370,727
3,771 Added 12.86%
33,101 $3.21 Million
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $111,258 - $122,699
1,284 Added 4.58%
29,330 $2.59 Million
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $558,599 - $633,049
-6,347 Reduced 18.45%
28,046 $2.52 Million
Q1 2023

Aug 14, 2023

BUY
$91.55 - $105.65 $510,940 - $589,632
5,581 Added 19.9%
33,627 $3.24 Million
Q1 2023

May 15, 2023

SELL
$91.55 - $105.65 $626,202 - $722,646
-6,840 Reduced 16.59%
34,393 $3.32 Million
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $444,865 - $532,076
-5,124 Reduced 11.05%
41,233 $4.25 Million
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $238,940 - $1.06 Million
-9,596 Reduced 17.15%
46,357 $4.31 Million
Q2 2022

Aug 11, 2022

SELL
$97.82 - $115.43 $771,212 - $910,050
-7,884 Reduced 12.35%
55,953 $6 Million
Q1 2022

May 16, 2022

SELL
$97.04 - $111.66 $247,549 - $284,844
-2,551 Reduced 3.84%
63,837 $7.13 Million
Q4 2021

Feb 14, 2022

SELL
$96.62 - $104.9 $241,260 - $261,935
-2,497 Reduced 3.62%
66,388 $6.96 Million
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $280,765 - $312,241
-2,893 Reduced 4.03%
68,885 $6.72 Million
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $673,093 - $725,246
6,991 Added 10.79%
71,778 $7.09 Million
Q1 2021

May 14, 2021

SELL
$85.59 - $97.58 $114,776 - $130,854
-1,341 Reduced 2.03%
64,787 $6.25 Million
Q4 2020

Feb 17, 2021

BUY
$89.04 - $97.31 $355,269 - $388,266
3,990 Added 6.42%
66,128 $6.06 Million
Q3 2020

Nov 13, 2020

SELL
$79.21 - $88.56 $430,427 - $481,235
-5,434 Reduced 8.04%
62,138 $5.5 Million
Q2 2020

Aug 13, 2020

SELL
$76.02 - $91.91 $130,450 - $157,717
-1,716 Reduced 2.48%
67,572 $5.4 Million
Q1 2020

May 15, 2020

SELL
$64.15 - $102.43 $230,683 - $368,338
-3,596 Reduced 4.93%
69,288 $5.6 Million
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $546,737 - $613,045
6,309 Added 9.48%
72,884 $6.65 Million
Q3 2019

Nov 14, 2019

SELL
$86.49 - $96.28 $354,176 - $394,266
-4,095 Reduced 5.79%
66,575 $6.38 Million
Q2 2019

Aug 13, 2019

BUY
$85.53 - $91.12 $35,580 - $37,905
416 Added 0.59%
70,670 $6.24 Million
Q1 2019

May 14, 2019

BUY
$83.66 - $91.53 $501,458 - $548,630
5,994 Added 9.33%
70,254 $6.32 Million
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $139,611 - $160,256
1,763 Added 2.82%
64,260 $5.55 Million
Q3 2018

Nov 14, 2018

BUY
$78.09 - $83.47 $313,218 - $334,798
4,011 Added 6.86%
62,497 $5 Million
Q2 2018

Aug 14, 2018

BUY
$72.12 - $80.5 $19,183 - $21,413
266 Added 0.46%
58,486 $4.63 Million
Q1 2018

May 15, 2018

BUY
$74.32 - $83.23 $4.33 Million - $4.85 Million
58,220 New
58,220 $4.51 Million
Q4 2017

Feb 13, 2018

SELL
$83.6 - $91.09 $3.99 Million - $4.35 Million
-47,787 Closed
0 $0
Q3 2017

Nov 14, 2017

SELL
$83.92 - $88.34 $157,685 - $165,990
-1,879 Reduced 3.78%
47,787 $4.01 Million
Q2 2017

Aug 14, 2017

BUY
N/A
49,666
49,666 $4.15 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 $89.1B
  • 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
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