A detailed history of Schechter Investment Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 11,231 shares of DUK stock, worth $1.22 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,231
Previous 11,281 0.44%
Holding current value
$1.22 Million
Previous $1.13 Million 14.51%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 12, 2024

SELL
$99.35 - $117.71 $4,967 - $5,885
-50 Reduced 0.44%
11,231 $1.29 Million
Q2 2024

Aug 12, 2024

BUY
$92.87 - $104.6 $3,436 - $3,870
37 Added 0.33%
11,281 $1.13 Million
Q1 2024

May 06, 2024

BUY
$90.65 - $99.39 $12,781 - $14,013
141 Added 1.27%
11,244 $1.09 Million
Q4 2023

Jan 17, 2024

BUY
$85.44 - $98.31 $14,781 - $17,007
173 Added 1.58%
11,103 $1.08 Million
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $175,552 - $193,604
2,026 Added 22.75%
10,930 $964,000
Q2 2023

Jul 26, 2023

SELL
$88.01 - $99.74 $101,299 - $114,800
-1,151 Reduced 11.45%
8,904 $799,000
Q1 2023

Apr 28, 2023

SELL
$91.55 - $105.65 $120,479 - $139,035
-1,316 Reduced 11.57%
10,055 $970,000
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $73,102 - $87,433
842 Added 8.0%
11,371 $1.17 Million
Q3 2022

Nov 04, 2022

BUY
$24.9 - $110.88 $6,175 - $27,498
248 Added 2.41%
10,529 $979,000
Q2 2022

Nov 03, 2022

BUY
$97.82 - $115.43 $1.01 Million - $1.19 Million
10,281 New
10,281 $1.1 Million
Q1 2022

Nov 18, 2022

BUY
$97.04 - $111.66 $93,352 - $107,416
962 Added 9.14%
11,491 $1.28 Million
Q4 2021

Dec 27, 2022

BUY
$96.62 - $104.9 $772 - $839
8 Added 0.08%
10,537 $1.11 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 $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...
More about DUK
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