A detailed history of Avidian Wealth Solutions, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,084 shares of DUK stock, worth $227,697. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,084
Previous 2,799 25.54%
Holding current value
$227,697
Previous $280,000 14.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$99.35 - $117.71 $71,035 - $84,162
-715 Reduced 25.54%
2,084 $240,000
Q2 2024

Aug 06, 2024

BUY
$92.87 - $104.6 $47,828 - $53,869
515 Added 22.55%
2,799 $280,000
Q1 2024

May 03, 2024

BUY
$90.65 - $99.39 $8,521 - $9,342
94 Added 4.29%
2,284 $220,000
Q4 2023

Feb 06, 2024

SELL
$85.44 - $98.31 $60,406 - $69,505
-707 Reduced 24.4%
2,190 $212,000
Q3 2023

Oct 13, 2023

BUY
$86.65 - $95.56 $1,039 - $1,146
12 Added 0.42%
2,897 $255,000
Q2 2023

Aug 03, 2023

SELL
$88.01 - $99.74 $147,856 - $167,563
-1,680 Reduced 36.8%
2,885 $258,000
Q1 2023

May 08, 2023

BUY
$91.55 - $105.65 $73,056 - $84,308
798 Added 21.18%
4,565 $440,000
Q4 2022

Feb 06, 2023

BUY
$86.82 - $103.84 $327,050 - $391,165
3,767 New
3,767 $387,000
Q2 2022

Jul 29, 2022

BUY
$97.82 - $115.43 $262,744 - $310,044
2,686 New
2,686 $288,000
Q1 2022

May 10, 2022

SELL
$97.04 - $111.66 $215,137 - $247,550
-2,217 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $214,206 - $232,563
2,217 New
2,217 $233,000

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 $84.1B
  • 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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