United Capital Financial Advisers, LLC Duke Energy Corp Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

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 42,072 shares of DUK stock, worth $4.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
42,072
Previous 44,949 6.4%
Holding current value
$4.45 Million
Previous $4.51 Million 7.66%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$99.35 - $117.71 $285,829 - $338,651
-2,877 Reduced 6.4%
42,072 $4.85 Million
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

# of Institutions
2,289
Shares Held
511M
Call Options Held
4.91M
Put Options Held
3.9M
View Full List

About Duke Energy CORP

DUK Quotes by TradingView
  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $81.4B
  • 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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