A detailed history of Investment Research & Advisory Group, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Investment Research & Advisory Group, Inc. holds 620 shares of DUK stock, worth $71,467. This represents 0.03% of its overall portfolio holdings.

Number of Shares
620
Previous 614 0.98%
Holding current value
$71,467
Previous $61,000 16.39%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024

BUY
$99.35 - $117.71 $596 - $706
6 Added 0.98%
620 $71,000
Q2 2024

Jul 30, 2024

BUY
$92.87 - $104.6 $557 - $627
6 Added 0.99%
614 $61,000
Q1 2024

Apr 17, 2024

BUY
$90.65 - $99.39 $543 - $596
6 Added 1.0%
608 $58,000
Q4 2023

Jan 18, 2024

BUY
$85.44 - $98.31 $341 - $393
4 Added 0.67%
602 $58,000
Q3 2023

Oct 19, 2023

BUY
$86.65 - $95.56 $779 - $860
9 Added 1.53%
598 $52,000
Q2 2023

Jul 20, 2023

BUY
$88.01 - $99.74 $616 - $698
7 Added 1.2%
589 $52,000
Q1 2023

Apr 19, 2023

SELL
$91.55 - $105.65 $22,338 - $25,778
-244 Reduced 29.54%
582 $56,000
Q4 2022

Jan 31, 2023

BUY
$86.82 - $103.84 $520 - $623
6 Added 0.73%
826 $85,000
Q3 2022

Oct 18, 2022

SELL
$24.9 - $110.88 $5,303 - $23,617
-213 Reduced 20.62%
820 $76,000
Q2 2022

Jul 19, 2022

SELL
$97.82 - $115.43 $7,532 - $8,888
-77 Reduced 6.94%
1,033 $111,000
Q4 2021

Jan 19, 2022

BUY
$96.62 - $104.9 $54,107 - $58,744
560 Added 101.82%
1,110 $116,000
Q4 2020

Feb 16, 2021

SELL
$89.04 - $97.31 $10,061 - $10,996
-113 Reduced 17.04%
550 $50,000
Q1 2020

Apr 30, 2020

SELL
$64.15 - $102.43 $15,845 - $25,300
-247 Reduced 27.14%
663 $54,000
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $78,860 - $88,424
910 New
910 $83,000

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 $88.8B
  • 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
Track This Portfolio

Track Investment Research & Advisory Group, Inc. Portfolio

Follow Investment Research & Advisory Group, Inc. 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 Investment Research & Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Research & Advisory Group, Inc. with notifications on news.