A detailed history of Roi Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 12,363 shares of DUK stock, worth $1.42 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
12,363
Previous 12,206 1.29%
Holding current value
$1.42 Million
Previous $1.22 Billion 16.52%
% of portfolio
0.98%
Previous 0.89%

Shares

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

Nov 05, 2024

BUY
$99.35 - $117.71 $15,597 - $18,480
157 Added 1.29%
12,363 $1.43 Billion
Q2 2024

Aug 09, 2024

SELL
$92.87 - $104.6 $52,750 - $59,412
-568 Reduced 4.45%
12,206 $1.22 Billion
Q1 2024

May 13, 2024

SELL
$90.65 - $99.39 $148,394 - $162,701
-1,637 Reduced 11.36%
12,774 $1.24 Billion
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $1.23 Million - $1.42 Million
14,411 New
14,411 $1.4 Billion

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 $88.5B
  • 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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