A detailed history of Cape Investment Advisory, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 7,991 shares of DUK stock, worth $865,505. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,991
Previous 7,839 1.94%
Holding current value
$865,505
Previous $786 Million 17.26%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Nov 14, 2024

BUY
$99.35 - $117.71 $15,101 - $17,891
152 Added 1.94%
7,991 $921 Million
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $27,582 - $31,066
-297 Reduced 3.65%
7,839 $786 Million
Q1 2024

Jun 21, 2024

BUY
$90.65 - $99.39 $2,175 - $2,385
24 Added 0.3%
8,136 $787 Million
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $20,676 - $23,791
242 Added 3.07%
8,112 $787 Million
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $22,788 - $25,132
263 Added 3.46%
7,870 $695 Million
Q2 2023

Oct 12, 2023

BUY
$88.01 - $99.74 $51,309 - $58,148
583 Added 8.3%
7,607 $683 Million
Q1 2023

Oct 12, 2023

BUY
$91.55 - $105.65 $643,047 - $742,085
7,024 New
7,024 $678 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 $83.4B
  • 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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