A detailed history of Roundview Capital LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Roundview Capital LLC holds 4,821 shares of DUK stock, worth $543,230. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,821
Previous 4,784 0.77%
Holding current value
$543,230
Previous $462,000 4.55%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$92.87 - $104.6 $3,436 - $3,870
37 Added 0.77%
4,821 $483,000
Q1 2024

May 06, 2024

BUY
$90.65 - $99.39 $24,294 - $26,636
268 Added 5.93%
4,784 $462,000
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $175,493 - $201,928
2,054 Added 83.43%
4,516 $438,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $4,592 - $5,064
53 Added 2.2%
2,462 $217,000
Q2 2023

Aug 09, 2023

BUY
$88.01 - $99.74 $2,992 - $3,391
34 Added 1.43%
2,409 $216,000
Q1 2023

May 09, 2023

SELL
$91.55 - $105.65 $11,535 - $13,311
-126 Reduced 5.04%
2,375 $229,000
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $217,136 - $259,703
2,501 New
2,501 $257,000
Q2 2022

Aug 11, 2022

BUY
$97.82 - $115.43 $182,727 - $215,623
1,868 New
1,868 $200,000

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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