A detailed history of Clear Perspectives Financial Planning, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 316 shares of DUK stock, worth $35,606. This represents 0.02% of its overall portfolio holdings.

Number of Shares
316
Previous 319 0.94%
Holding current value
$35,606
Previous $32,000 6.25%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

SELL
$91.55 - $105.65 $274 - $316
-3 Reduced 0.94%
316 $30,000
Q4 2022

Feb 13, 2023

SELL
$86.82 - $103.84 $260 - $311
-3 Reduced 0.93%
319 $32,000
Q3 2022

Nov 09, 2022

BUY
$24.9 - $110.88 $7,370 - $32,820
296 Added 1138.46%
322 $30,000
Q4 2020

Feb 01, 2021

BUY
$89.04 - $97.31 $2,315 - $2,530
26 New
26 $2,000

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 $86.8B
  • 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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