A detailed history of Tilia Fiduciary Partners, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 2,357 shares of DUK stock, worth $255,286. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,357
Previous 2,201 7.09%
Holding current value
$255,286
Previous $220,000 23.18%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 08, 2024

BUY
$99.35 - $117.71 $15,498 - $18,362
156 Added 7.09%
2,357 $271,000
Q2 2024

Jul 11, 2024

BUY
$92.87 - $104.6 $371 - $418
4 Added 0.18%
2,201 $220,000
Q1 2024

Apr 12, 2024

SELL
$90.65 - $99.39 $32,362 - $35,482
-357 Reduced 13.98%
2,197 $212,000
Q4 2023

Jan 12, 2024

SELL
$85.44 - $98.31 $13,841 - $15,926
-162 Reduced 5.96%
2,554 $247,000
Q3 2023

Oct 10, 2023

SELL
$86.65 - $95.56 $54,416 - $60,011
-628 Reduced 18.78%
2,716 $239,000
Q2 2023

Jul 13, 2023

SELL
$88.01 - $99.74 $16,809 - $19,050
-191 Reduced 5.4%
3,344 $300,000
Q1 2023

May 10, 2023

BUY
$91.55 - $105.65 $823 - $950
9 Added 0.26%
3,535 $341,000
Q4 2022

Feb 10, 2023

BUY
$86.82 - $103.84 $781 - $934
9 Added 0.26%
3,526 $363,000
Q3 2022

Oct 26, 2022

SELL
$24.9 - $110.88 $5,179 - $23,063
-208 Reduced 5.58%
3,517 $315,000
Q2 2022

Aug 01, 2022

SELL
$97.82 - $115.43 $21,911 - $25,856
-224 Reduced 5.67%
3,725 $401,000
Q1 2022

Apr 18, 2022

BUY
$97.04 - $111.66 $14,847 - $17,083
153 Added 4.03%
3,949 $441,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $366,769 - $398,200
3,796 New
3,796 $398,000

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 $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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