A detailed history of Life Plan Financial, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Life Plan Financial, LLC holds 6,229 shares of DUK stock, worth $710,292. This represents 0.62% of its overall portfolio holdings.

Number of Shares
6,229
Previous 5,776 7.84%
Holding current value
$710,292
Previous $579 Million 24.06%
% of portfolio
0.62%
Previous 0.53%

Shares

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

Oct 03, 2024

BUY
$99.35 - $117.71 $45,005 - $53,322
453 Added 7.84%
6,229 $718 Million
Q2 2024

Jul 30, 2024

BUY
$92.87 - $104.6 $25,446 - $28,660
274 Added 4.98%
5,776 $579 Million
Q1 2024

Apr 30, 2024

SELL
$90.65 - $99.39 $11,512 - $12,622
-127 Reduced 2.26%
5,502 $532 Million
Q4 2023

Jan 30, 2024

BUY
$85.44 - $98.31 $480,941 - $553,386
5,629 New
5,629 $546 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 $87.8B
  • 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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