A detailed history of Balboa Wealth Partners transactions in Duke Energy Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 8,277 shares of DUK stock, worth $896,233. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,277
Previous 4,224 95.95%
Holding current value
$896,233
Previous $423,000 125.53%
% of portfolio
0.25%
Previous 0.11%

Shares

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

Nov 06, 2024

BUY
$99.35 - $117.71 $402,665 - $477,078
4,053 Added 95.95%
8,277 $954,000
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $40,584 - $45,710
437 Added 11.54%
4,224 $423,000
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $84,757 - $92,929
935 Added 32.78%
3,787 $366,000
Q4 2023

Feb 09, 2024

BUY
$85.44 - $98.31 $13,243 - $15,238
155 Added 5.75%
2,852 $276,000
Q2 2023

Aug 08, 2023

BUY
$88.01 - $99.74 $88 - $99
1 Added 0.04%
2,697 $242,000
Q1 2023

May 11, 2023

SELL
$91.55 - $105.65 $82,395 - $95,085
-900 Reduced 25.03%
2,696 $260,000
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $78,224 - $93,559
901 Added 33.43%
3,596 $370,000
Q3 2022

Jan 04, 2023

BUY
$24.9 - $110.88 $67,105 - $298,821
2,695 New
2,695 $251,000

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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