A detailed history of West Michigan Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, West Michigan Advisors, LLC holds 2,655 shares of DUK stock, worth $304,528. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,655
Previous 2,660 0.19%
Holding current value
$304,528
Previous $266,000 15.04%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 23, 2024

SELL
$99.35 - $117.71 $496 - $588
-5 Reduced 0.19%
2,655 $306,000
Q2 2024

Aug 05, 2024

SELL
$92.87 - $104.6 $62,315 - $70,186
-671 Reduced 20.14%
2,660 $266,000
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $20,668 - $22,660
228 Added 7.35%
3,331 $322,000
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $17,942 - $20,645
210 Added 7.26%
3,103 $301,000
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $32,927 - $36,312
-380 Reduced 11.61%
2,893 $255,000
Q2 2023

Aug 15, 2023

BUY
$88.01 - $99.74 $17,602 - $19,948
200 Added 6.51%
3,273 $293,000
Q1 2023

Apr 21, 2023

BUY
$91.55 - $105.65 $73,697 - $85,048
805 Added 35.49%
3,073 $296,000
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $1,736 - $2,076
20 Added 0.89%
2,268 $233,000
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $27,878 - $32,897
285 Added 14.52%
2,248 $241,000
Q1 2022

May 13, 2022

SELL
$97.04 - $111.66 $20,863 - $24,006
-215 Reduced 9.87%
1,963 $219,000
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $210,438 - $228,472
2,178 New
2,178 $228,000

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 $88.3B
  • 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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