A detailed history of Beacon Investment Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 2,786 shares of DUK stock, worth $301,668. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,786
Previous 2,773 0.47%
Holding current value
$301,668
Previous $278 Million 15.61%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 14, 2024

BUY
$99.35 - $117.71 $1,291 - $1,530
13 Added 0.47%
2,786 $321 Million
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $1,671 - $1,882
-18 Reduced 0.64%
2,773 $278 Million
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $1,541 - $1,689
17 Added 0.61%
2,791 $270 Million
Q4 2023

Feb 13, 2024

SELL
$85.44 - $98.31 $256 - $294
-3 Reduced 0.11%
2,774 $269 Million
Q3 2023

Nov 07, 2023

SELL
$86.65 - $95.56 $519 - $573
-6 Reduced 0.22%
2,777 $245 Million
Q2 2023

Aug 03, 2023

SELL
$88.01 - $99.74 $25,874 - $29,323
-294 Reduced 9.55%
2,783 $250 Million
Q1 2023

May 12, 2023

BUY
$91.55 - $105.65 $1,922 - $2,218
21 Added 0.69%
3,077 $297 Million
Q4 2022

Feb 09, 2023

BUY
$86.82 - $103.84 $265,321 - $317,335
3,056 New
3,056 $315 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 $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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