A detailed history of Capital Advisors, Ltd. LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 896 shares of DUK stock, worth $103,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
896
Previous 822 9.0%
Holding current value
$103,577
Previous $95,000 2.11%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$105.76 - $120.76 $7,826 - $8,936
74 Added 9.0%
896 $97,000
Q2 2024

Jul 25, 2024

SELL
$92.87 - $104.6 $4,364 - $4,916
-47 Reduced 5.41%
822 $82,000
Q1 2024

Apr 18, 2024

BUY
$90.65 - $99.39 $8,974 - $9,839
99 Added 12.86%
869 $84,000
Q4 2023

Feb 02, 2024

SELL
$85.44 - $98.31 $7,860 - $9,044
-92 Reduced 10.67%
770 $75,000
Q3 2023

Oct 27, 2023

BUY
$86.65 - $95.56 $1,386 - $1,528
16 Added 1.89%
862 $76,000
Q2 2023

Jul 26, 2023

BUY
$88.01 - $99.74 $41,100 - $46,578
467 Added 123.22%
846 $76,000
Q1 2023

May 03, 2023

SELL
$91.55 - $105.65 $39,366 - $45,429
-430 Reduced 53.15%
379 $37,000
Q4 2022

Feb 07, 2023

BUY
$86.82 - $103.84 $44,278 - $52,958
510 Added 170.57%
809 $42,000
Q3 2022

Nov 09, 2022

SELL
$24.9 - $110.88 $174 - $776
-7 Reduced 2.29%
299 $28,000
Q2 2022

Aug 05, 2022

BUY
$97.82 - $115.43 $1,956 - $2,308
20 Added 6.99%
306 $33,000
Q1 2022

May 09, 2022

BUY
$97.04 - $111.66 $1,455 - $1,674
15 Added 5.54%
286 $32,000
Q4 2021

Feb 08, 2022

BUY
$96.62 - $104.9 $676 - $734
7 Added 2.65%
271 $28,000
Q2 2019

Jul 31, 2019

BUY
$85.53 - $91.12 $22,579 - $24,055
264 New
264 $23,000

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 $89B
  • 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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