A detailed history of Ever Source Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,906 shares of DUK stock, worth $1.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,906
Previous 11,675 1.98%
Holding current value
$1.28 Million
Previous $1.17 Million 17.26%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 08, 2024

BUY
$99.35 - $117.71 $22,949 - $27,191
231 Added 1.98%
11,906 $1.37 Million
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $324,116 - $365,054
3,490 Added 42.64%
11,675 $1.17 Million
Q1 2024

Jun 11, 2024

BUY
$90.65 - $99.39 $290,623 - $318,644
3,206 Added 64.39%
8,185 $791,000
Q4 2023

Feb 09, 2024

BUY
$85.44 - $98.31 $159,260 - $183,249
1,864 Added 59.84%
4,979 $483,000
Q3 2023

Nov 03, 2023

BUY
$86.65 - $95.56 $15,510 - $17,105
179 Added 6.1%
3,115 $274,000
Q2 2023

Aug 04, 2023

SELL
$88.01 - $99.74 $29,747 - $33,712
-338 Reduced 10.32%
2,936 $263,000
Q1 2023

May 11, 2023

SELL
$91.55 - $105.65 $75,803 - $87,478
-828 Reduced 20.19%
3,274 $315,000
Q4 2022

Feb 09, 2023

BUY
$86.82 - $103.84 $104,878 - $125,438
1,208 Added 41.74%
4,102 $422,000
Q3 2022

Nov 07, 2022

BUY
$24.9 - $110.88 $8,939 - $39,805
359 Added 14.16%
2,894 $270,000
Q2 2022

Aug 01, 2022

BUY
$97.82 - $115.43 $3,032 - $3,578
31 Added 1.24%
2,535 $271,000
Q1 2022

May 25, 2022

BUY
$97.04 - $111.66 $6,210 - $7,146
64 Added 2.62%
2,504 $279,000
Q4 2021

Feb 07, 2022

BUY
$96.62 - $104.9 $235,752 - $255,956
2,440 New
2,440 $256,000

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 $83.1B
  • 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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