A detailed history of Capital Advisors Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,842 shares of DUK stock, worth $285,791. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,842
Holding current value
$285,791
% of portfolio
0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$90.65 - $99.39 $257,627 - $282,466
2,842 New
2,842 $274,000
Q1 2023

Apr 14, 2023

BUY
$91.55 - $105.65 $3,753 - $4,331
41 Added 1.87%
2,231 $215,000
Q4 2022

Feb 09, 2023

BUY
$86.82 - $103.84 $190,135 - $227,409
2,190 New
2,190 $225,000

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 $77.4B
  • 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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