A detailed history of Capital Planning Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,159 shares of DUK stock, worth $235,266. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,159
Holding current value
$235,266
% of portfolio
0.04%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $214,496 - $254,135
2,159 New
2,159 $248,000
Q1 2021

Apr 30, 2021

SELL
$85.59 - $97.58 $187,870 - $214,188
-2,195 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$89.04 - $97.31 $195,442 - $213,595
2,195 New
2,195 $201,000
Q4 2019

Feb 03, 2020

SELL
$86.66 - $97.17 $192,731 - $216,106
-2,224 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$86.49 - $96.28 $192,353 - $214,126
2,224 New
2,224 $213,000
Q2 2019

Aug 09, 2019

SELL
$85.53 - $91.12 $190,218 - $202,650
-2,224 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$83.66 - $91.53 $186,059 - $203,562
2,224 New
2,224 $200,000
Q2 2018

Aug 08, 2018

SELL
$72.12 - $80.5 $241,529 - $269,594
-3,349 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$74.32 - $83.23 $16,201 - $18,144
-218 Reduced 6.11%
3,349 $259,000
Q4 2017

Feb 08, 2018

BUY
$83.6 - $91.09 $298,201 - $324,918
3,567
3,567 $300,000

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 $83.9B
  • 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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