A detailed history of Westover Capital Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 2,000 shares of DUK stock, worth $233,360. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,000
Holding current value
$233,360
% of portfolio
0.05%

Shares

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

Aug 08, 2024

BUY
$92.87 - $104.6 $185,740 - $209,200
2,000 New
2,000 $200,000
Q4 2022

May 18, 2023

SELL
$86.82 - $103.84 $37,332 - $44,651
-430 Reduced 12.18%
3,100 $319,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $1,817 - $8,094
-73 Reduced 2.03%
3,530 $328,000
Q2 2022

Aug 12, 2022

SELL
$97.82 - $115.43 $9,195 - $10,850
-94 Reduced 2.54%
3,603 $386,000
Q1 2022

May 13, 2022

SELL
$97.04 - $111.66 $45,899 - $52,815
-473 Reduced 11.34%
3,697 $413,000
Q4 2021

Feb 14, 2022

SELL
$96.62 - $104.9 $44,058 - $47,834
-456 Reduced 9.86%
4,170 $437,000
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $11,257 - $12,519
-116 Reduced 2.45%
4,626 $451,000
Q2 2021

Aug 10, 2021

SELL
$96.28 - $103.74 $32,638 - $35,167
-339 Reduced 6.67%
4,742 $468,000
Q1 2021

May 18, 2021

BUY
$85.59 - $97.58 $45,619 - $52,010
533 Added 11.72%
5,081 $490,000
Q4 2020

Feb 16, 2021

SELL
$89.04 - $97.31 $1,869 - $2,043
-21 Reduced 0.46%
4,548 $416,000
Q3 2020

Nov 19, 2020

BUY
$79.21 - $88.56 $361,910 - $404,630
4,569 New
4,569 $405,000
Q2 2020

Aug 14, 2020

SELL
$76.02 - $91.91 $2.9 Million - $3.51 Million
-38,176 Closed
0 $0
Q1 2020

May 18, 2020

BUY
$64.15 - $102.43 $1.89 Million - $3.02 Million
29,515 Added 340.78%
38,176 $3.09 Million
Q4 2019

Feb 11, 2020

BUY
$86.66 - $97.17 $332,601 - $372,938
3,838 Added 79.58%
8,661 $790,000
Q3 2019

Nov 12, 2019

BUY
$86.49 - $96.28 $417,141 - $464,358
4,823 New
4,823 $462,000

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 $89.8B
  • 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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