Smith, Salley & Associates Duke Energy Corp Transaction History

Smith, Salley & Associates

$1.84 Billion
Q3 2025

A detailed history of Smith, Salley & Associates transactions in Duke Energy Corp stock. As of the latest transaction made, Smith, Salley & Associates holds 54,622 shares of DUK stock, worth $6.84 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

54,622

Previous 54,212 0.76%

Holding current value

$6.84 Million

Previous $6.4 Million 5.66%

% of portfolio

0.37%

Previous 0.39%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$116.31 - $125.93 $47,687 - $51,631	410 Added 0.76%	54,622 $6.76 Million
Q2 2025 Jul 17, 2025	BUY	$112.46 - $124.05 $276,089 - $304,542	2,455 Added 4.74%	54,212 $6.4 Million
Q1 2025 Apr 25, 2025	BUY	$105.87 - $121.97 $24,561 - $28,297	232 Added 0.45%	51,757 $6.31 Million
Q4 2024 Jan 15, 2025	SELL	$105.76 - $120.76 $54,572 - $62,312	-516 Reduced 0.99%	51,525 $5.55 Million
Q3 2024 Oct 24, 2024	BUY	$99.35 - $117.71 $424,125 - $502,503	4,269 Added 8.94%	52,041 $6 Million

Q2 2024 Jul 29, 2024	SELL	$92.87 - $104.6 $1.01 Million - $1.13 Million	-10,834 Reduced 18.49%	47,772 $4.79 Million
Q1 2024 May 02, 2024	SELL	$90.65 - $99.39 $276,210 - $302,841	-3,047 Reduced 4.94%	58,606 $5.67 Million
Q4 2023 Jan 24, 2024	SELL	$85.44 - $98.31 $447,363 - $514,751	-5,236 Reduced 7.83%	61,653 $5.98 Million
Q3 2023 Oct 27, 2023	SELL	$86.65 - $95.56 $1.01 Million - $1.11 Million	-11,640 Reduced 14.82%	66,889 $5.9 Million
Q2 2023 Aug 04, 2023	SELL	$88.01 - $99.74 $138,967 - $157,489	-1,579 Reduced 1.97%	78,529 $7.05 Million
Q1 2023 May 03, 2023	BUY	$91.55 - $105.65 $113,888 - $131,428	1,244 Added 1.58%	80,108 $7.73 Million
Q4 2022 Feb 03, 2023	BUY	$86.82 - $103.84 $17,624 - $21,079	203 Added 0.26%	78,864 $8.12 Million
Q3 2022 Nov 01, 2022	BUY	$24.9 - $110.88 $8,366 - $37,255	336 Added 0.43%	78,661 $7.32 Million
Q2 2022 Aug 01, 2022	BUY	$97.82 - $115.43 $380,813 - $449,368	3,893 Added 5.23%	78,325 $8.4 Million
Q1 2022 May 10, 2022	BUY	$97.04 - $111.66 $70,256 - $80,841	724 Added 0.98%	74,432 $8.31 Million
Q4 2021 Feb 10, 2022	SELL	$96.62 - $104.9 $47,343 - $51,401	-490 Reduced 0.66%	73,708 $7.73 Million
Q3 2021 Nov 05, 2021	BUY	$97.05 - $107.93 $854,622 - $950,431	8,806 Added 13.47%	74,198 $7.24 Million
Q2 2021 Aug 09, 2021	BUY	$96.28 - $103.74 $781,215 - $841,746	8,114 Added 14.17%	65,392 $6.46 Million
Q1 2021 Apr 30, 2021	SELL	$85.59 - $97.58 $172,977 - $197,209	-2,021 Reduced 3.41%	57,278 $5.53 Million
Q4 2020 Jan 28, 2021	BUY	$89.04 - $97.31 $17,897 - $19,559	201 Added 0.34%	59,299 $5.43 Million
Q3 2020 Nov 05, 2020	BUY	$79.21 - $88.56 $3,564 - $3,985	45 Added 0.08%	59,098 $5.23 Million
Q2 2020 Aug 04, 2020	BUY	$76.02 - $91.91 $85,750 - $103,674	1,128 Added 1.95%	59,053 $4.72 Million
Q1 2020 Apr 24, 2020	SELL	$64.15 - $102.43 $70,115 - $111,955	-1,093 Reduced 1.85%	57,925 $4.68 Million
Q4 2019 Jan 27, 2020	SELL	$86.66 - $97.17 $58,755 - $65,881	-678 Reduced 1.14%	59,018 $5.38 Million
Q3 2019 Oct 30, 2019	BUY	$86.49 - $96.28 $242,863 - $270,354	2,808 Added 4.94%	59,696 $5.72 Million
Q2 2019 Jul 12, 2019	SELL	$85.53 - $91.12 $80,141 - $85,379	-937 Reduced 1.62%	56,888 $5.02 Million
Q1 2019 May 03, 2019	BUY	$83.66 - $91.53 $154,771 - $169,330	1,850 Added 3.31%	57,825 $5.2 Million
Q4 2018 Feb 05, 2019	BUY	$79.19 - $90.9 $1.28 Million - $1.47 Million	16,191 Added 40.7%	55,975 $4.83 Million
Q3 2018 Nov 06, 2018	SELL	$78.09 - $83.47 $425,668 - $454,994	-5,451 Reduced 12.05%	39,784 $3.18 Million
Q2 2018 Aug 10, 2018	SELL	$72.12 - $80.5 $390,097 - $435,424	-5,409 Reduced 10.68%	45,235 $3.58 Million
Q1 2018 May 09, 2018	BUY	$74.32 - $83.23 $27,424 - $30,711	369 Added 0.73%	50,644 $3.92 Million
Q4 2017 Feb 12, 2018	BUY	$83.6 - $91.09 $60,275 - $65,675	721 Added 1.45%	50,275 $4.23 Million
Q3 2017 Nov 02, 2017	BUY	$83.92 - $88.34 $4.16 Million - $4.38 Million	49,554	49,554 $4.16 Million

Others Institutions Holding DUK

# of Institutions

2,673

Shares Held

557M

Call Options Held

5.45M

Put Options Held

3.34M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $96.4B
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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Smith, Salley & Associates Duke Energy Corp Transaction History