A detailed history of Adapt Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 6,735 shares of DUK stock, worth $768,328. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,735
Previous 5,450 23.58%
Holding current value
$768,328
Previous $527 Million 28.08%
% of portfolio
0.42%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$92.87 - $104.6 $119,337 - $134,411
1,285 Added 23.58%
6,735 $675 Million
Q1 2024

May 02, 2024

BUY
$90.65 - $99.39 $494,042 - $541,675
5,450 New
5,450 $527 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 $87.8B
  • 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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