A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 8,046 shares of DUK stock, worth $921,025. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,046
Previous 8,118 0.89%
Holding current value
$921,025
Previous $814 Million 14.01%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 15, 2024

SELL
$99.35 - $117.71 $7,153 - $8,475
-72 Reduced 0.89%
8,046 $928 Million
Q2 2024

Jul 11, 2024

SELL
$92.87 - $104.6 $99,928 - $112,549
-1,076 Reduced 11.7%
8,118 $814 Million
Q1 2024

Apr 12, 2024

SELL
$90.65 - $99.39 $143,136 - $156,936
-1,579 Reduced 14.66%
9,194 $876 Million
Q4 2023

Jan 22, 2024

BUY
$85.44 - $98.31 $68,950 - $79,336
807 Added 8.1%
10,773 $1.05 Billion
Q3 2023

Nov 21, 2023

BUY
$86.65 - $95.56 $863,553 - $952,350
9,966 New
9,966 $880 Million
Q2 2023

May 23, 2024

BUY
$88.01 - $99.74 $31,419 - $35,607
357 Added 5.22%
7,190 $645 Million
Q1 2023

May 23, 2024

SELL
$91.55 - $105.65 $102,902 - $118,750
-1,124 Reduced 14.13%
6,833 $659 Million
Q4 2022

May 23, 2024

SELL
$86.82 - $103.84 $107,396 - $128,450
-1,237 Reduced 13.45%
7,957 $819 Million
Q3 2022

May 23, 2024

BUY
$24.9 - $110.88 $473 - $2,106
19 Added 0.27%
6,936 $645 Million
Q2 2022

May 23, 2024

BUY
$97.82 - $115.43 $1,956 - $2,308
20 Added 0.29%
6,917 $742 Million
Q1 2022

May 23, 2024

SELL
$97.04 - $111.66 $222,900 - $256,483
-2,297 Reduced 24.98%
6,897 $770 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 $88.1B
  • 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
Track This Portfolio

Track Allen Mooney & Barnes Investment Advisors LLC Portfolio

Follow Allen Mooney & Barnes Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.