A detailed history of Shepherd Financial Partners LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 28,515 shares of DUK stock, worth $3.11 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
28,515
Previous 27,502 3.68%
Holding current value
$3.11 Million
Previous $2.76 Million 19.27%
% of portfolio
0.4%
Previous 0.36%

Shares

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

Oct 28, 2024

BUY
$99.35 - $117.71 $100,641 - $119,240
1,013 Added 3.68%
28,515 $3.29 Million
Q2 2024

Aug 07, 2024

BUY
$92.87 - $104.6 $14,766 - $16,631
159 Added 0.58%
27,502 $2.76 Million
Q1 2024

Apr 22, 2024

BUY
$90.65 - $99.39 $48,044 - $52,676
530 Added 1.98%
27,343 $2.64 Million
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $5,809 - $6,685
68 Added 0.25%
26,813 $2.6 Million
Q3 2023

Nov 08, 2023

BUY
$86.65 - $95.56 $40,292 - $44,435
465 Added 1.77%
26,745 $2.36 Million
Q2 2023

Aug 11, 2023

BUY
$88.01 - $99.74 $83,785 - $94,952
952 Added 3.76%
26,280 $2.36 Million
Q1 2023

May 01, 2023

BUY
$91.55 - $105.65 $138,789 - $160,165
1,516 Added 6.37%
25,328 $2.44 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $223,648 - $267,491
2,576 Added 12.13%
23,812 $2.45 Million
Q3 2022

Nov 09, 2022

BUY
$24.9 - $110.88 $2,141 - $9,535
86 Added 0.41%
21,236 $1.98 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $29,835 - $35,206
305 Added 1.46%
21,150 $2.27 Million
Q1 2022

May 13, 2022

BUY
$97.04 - $111.66 $9,121 - $10,496
94 Added 0.45%
20,845 $2.33 Million
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $67,247 - $73,010
696 Added 3.47%
20,751 $2.18 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $3,493 - $3,885
36 Added 0.18%
20,055 $1.96 Million
Q2 2021

Aug 16, 2021

BUY
$96.28 - $103.74 $26,862 - $28,943
279 Added 1.41%
20,019 $1.98 Million
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $67,016 - $76,405
783 Added 4.13%
19,740 $1.91 Million
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $81,738 - $89,330
918 Added 5.09%
18,957 $1.74 Million
Q3 2020

Nov 16, 2020

BUY
$79.21 - $88.56 $832,576 - $930,854
10,511 Added 139.63%
18,039 $1.6 Million
Q2 2020

Aug 05, 2020

BUY
$76.02 - $91.91 $304 - $367
4 Added 0.05%
7,528 $601,000
Q1 2020

May 07, 2020

SELL
$64.15 - $102.43 $912,277 - $1.46 Million
-14,221 Reduced 65.4%
7,524 $609,000
Q4 2019

Jan 31, 2020

BUY
$86.66 - $97.17 $1,126 - $1,263
13 Added 0.06%
21,745 $1.98 Million
Q3 2019

Nov 25, 2019

BUY
$86.49 - $96.28 $68,673 - $76,446
794 Added 3.79%
21,732 $2.08 Million
Q2 2019

Aug 05, 2019

BUY
$85.53 - $91.12 $342 - $364
4 Added 0.02%
20,938 $1.85 Million
Q1 2019

Apr 29, 2019

SELL
$83.66 - $91.53 $967,527 - $1.06 Million
-11,565 Reduced 35.59%
20,934 $1.88 Million
Q4 2018

Feb 07, 2019

BUY
$79.19 - $90.9 $559,556 - $642,299
7,066 Added 27.78%
32,499 $2.81 Million
Q2 2018

Aug 02, 2018

SELL
$72.12 - $80.5 $100,679 - $112,378
-1,396 Reduced 5.2%
25,433 $2.03 Million
Q1 2018

May 01, 2018

BUY
$74.32 - $83.23 $5,202 - $5,826
70 Added 0.26%
26,829 $2.08 Million
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $334 - $364
4 Added 0.01%
26,759 $2.25 Million
Q3 2017

Nov 13, 2017

BUY
$83.92 - $88.34 $2.25 Million - $2.36 Million
26,755
26,755 $2.27 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 $83.9B
  • 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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