Winch Advisory Services, LLC Duke Energy Corp Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Winch Advisory Services, LLC holds 73 shares of DUK stock, worth $8,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 72 1.39%

Holding current value

$8,188

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$99.35 - $117.71 $99 - $117	1 Added 1.39%	73 $8,000
Q1 2024 May 14, 2024	BUY	$90.65 - $99.39 $90 - $99	1 Added 1.41%	72 $6,000
Q4 2023 Jan 18, 2024	BUY	$85.44 - $98.31 $85 - $98	1 Added 1.43%	71 $6,000
Q3 2023 Nov 06, 2023	BUY	$86.65 - $95.56 $86 - $95	1 Added 1.45%	70 $6,000
Q1 2023 May 10, 2023	BUY	$91.55 - $105.65 $91 - $105	1 Added 1.47%	69 $7,000
Q4 2022 Jan 26, 2023	BUY	$86.82 - $103.84 $86 - $103	1 Added 1.49%	68 $7,000
Q2 2022 Aug 12, 2022	BUY	$97.82 - $115.43 $97 - $115	1 Added 1.52%	67 $7,000
Q1 2022 Apr 26, 2022	SELL	$97.04 - $111.66 $97 - $111	-1 Reduced 1.49%	66 $7,000
Q4 2021 Feb 04, 2022	BUY	$96.62 - $104.9 $96 - $104	1 Added 1.52%	67 $7,000
Q3 2021 Nov 10, 2021	BUY	$97.05 - $107.93 $97 - $107	1 Added 1.54%	66 $6,000
Q1 2021 May 03, 2021	BUY	$85.59 - $97.58 $85 - $97	1 Added 1.56%	65 $6,000
Q4 2020 Feb 09, 2021	BUY	$89.04 - $97.31 $89 - $97	1 Added 1.59%	64 $6,000
Q2 2020 Aug 12, 2020	BUY	$76.02 - $91.91 $76 - $91	1 Added 1.61%	63 $5,000
Q1 2020 May 13, 2020	BUY	$64.15 - $102.43 $64 - $102	1 Added 1.64%	62 $5,000
Q4 2019 Feb 12, 2020	SELL	$86.66 - $97.17 $5,806 - $6,510	-67 Reduced 52.34%	61 $6,000
Q3 2019 Nov 13, 2019	BUY	$86.49 - $96.28 $86 - $96	1 Added 0.79%	128 $12,000
Q2 2019 Aug 07, 2019	BUY	$85.53 - $91.12 $1,796 - $1,913	21 Added 19.81%	127 $11,000
Q1 2019 May 13, 2019	BUY	$83.66 - $91.53 $3,346 - $3,661	40 Added 60.61%	106 $10,000
Q4 2018 Feb 05, 2019	SELL	$79.19 - $90.9 $9,344 - $10,726	-118 Reduced 64.13%	66 $6,000
Q3 2018 Nov 13, 2018	BUY	$78.09 - $83.47 $78 - $83	1 Added 0.55%	184 $15,000
Q2 2018 Aug 13, 2018	SELL	$72.12 - $80.5 $6,490 - $7,245	-90 Reduced 32.97%	183 $14,000
Q1 2018 May 11, 2018	SELL	$74.32 - $83.23 $15,755 - $17,644	-212 Reduced 43.71%	273 $21,000
Q4 2017 Feb 13, 2018	BUY	$83.6 - $91.09 $7,523 - $8,198	90 Added 22.78%	485 $41,000
Q3 2017 Nov 13, 2017	BUY	$83.92 - $88.34 $33,148 - $34,894	395	395 $33,000

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 $86.4B
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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Winch Advisory Services, LLC Duke Energy Corp Transaction History