Rockbridge Investment Management, Lcc Duke Energy Corp Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$85.44 - $98.31 $66,301 - $76,288	776 Added 120.5%	1,420 $138 Million
Q3 2022 May 28, 2024	SELL	$24.9 - $110.88 $19,372 - $86,264	-778 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$97.82 - $115.43 $12,716 - $15,005	130 Added 20.06%	778 $83,000
Q1 2022 May 28, 2024	BUY	$97.04 - $111.66 $62,881 - $72,355	648 New	648 $72,000
Q3 2021 Nov 12, 2021	SELL	$97.05 - $107.93 $3,396 - $3,777	-35 Reduced 5.15%	644 $62,000
Q1 2021 May 20, 2021	BUY	$85.59 - $97.58 $2,995 - $3,415	35 Added 5.43%	679 $65,000
Q2 2020 Aug 20, 2020	BUY	$76.02 - $91.91 $48,956 - $59,190	644 New	644 $51,000

2,288

511M

4.91M

3.9M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.4B
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...

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