A detailed history of Forvis Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 21,536 shares of DUK stock, worth $2.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,536
Previous 21,665 0.6%
Holding current value
$2.39 Million
Previous $2.1 Million 3.01%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 09, 2024

SELL
$92.87 - $104.6 $11,980 - $13,493
-129 Reduced 0.6%
21,536 $2.16 Million
Q1 2024

Apr 19, 2024

SELL
$90.65 - $99.39 $28,917 - $31,705
-319 Reduced 1.45%
21,665 $2.1 Million
Q4 2023

Jan 11, 2024

SELL
$85.44 - $98.31 $318,776 - $366,794
-3,731 Reduced 14.51%
21,984 $2.13 Million
Q3 2023

Oct 25, 2023

BUY
$86.65 - $95.56 $246,779 - $272,154
2,848 Added 12.45%
25,715 $2.27 Million
Q2 2023

Aug 08, 2023

BUY
$88.01 - $99.74 $11,969 - $13,564
136 Added 0.6%
22,867 $2.05 Million
Q1 2023

Apr 26, 2023

BUY
$91.55 - $105.65 $269,065 - $310,505
2,939 Added 14.85%
22,731 $2.19 Million
Q4 2022

Feb 02, 2023

SELL
$86.82 - $103.84 $35,943 - $42,989
-414 Reduced 2.05%
19,792 $2.04 Million
Q3 2022

Oct 13, 2022

SELL
$24.9 - $110.88 $16,533 - $73,624
-664 Reduced 3.18%
20,206 $1.88 Million
Q2 2022

Jul 22, 2022

BUY
$97.82 - $115.43 $1.53 Million - $1.8 Million
15,631 Added 298.36%
20,870 $2.24 Million
Q1 2022

May 10, 2022

BUY
$97.04 - $111.66 $150,412 - $173,073
1,550 Added 42.02%
5,239 $585,000
Q4 2021

Jan 14, 2022

BUY
$96.62 - $104.9 $20,869 - $22,658
216 Added 6.22%
3,689 $387,000
Q3 2021

Oct 14, 2021

BUY
$97.05 - $107.93 $62,791 - $69,830
647 Added 22.89%
3,473 $339,000
Q2 2021

Jul 14, 2021

SELL
$96.28 - $103.74 $128,533 - $138,492
-1,335 Reduced 32.08%
2,826 $279,000
Q1 2021

Apr 23, 2021

SELL
$85.59 - $97.58 $122,564 - $139,734
-1,432 Reduced 25.6%
4,161 $402,000
Q4 2020

Jan 22, 2021

BUY
$89.04 - $97.31 $132,313 - $144,602
1,486 Added 36.18%
5,593 $512,000
Q3 2020

Nov 05, 2020

BUY
$79.21 - $88.56 $2,930 - $3,276
37 Added 0.91%
4,107 $364,000
Q2 2020

Jul 15, 2020

SELL
$76.02 - $91.91 $8,742 - $10,569
-115 Reduced 2.75%
4,070 $325,000
Q1 2020

Apr 10, 2020

BUY
$64.15 - $102.43 $85,191 - $136,027
1,328 Added 46.48%
4,185 $338,000
Q4 2019

Jan 13, 2020

BUY
$86.66 - $97.17 $37,350 - $41,880
431 Added 17.77%
2,857 $261,000
Q2 2019

Jul 10, 2019

SELL
$85.53 - $91.12 $49,863 - $53,122
-583 Reduced 19.38%
2,426 $214,000
Q1 2019

Apr 10, 2019

SELL
$83.66 - $91.53 $28,862 - $31,577
-345 Reduced 10.29%
3,009 $271,000
Q4 2018

Jan 15, 2019

SELL
$79.19 - $90.9 $44,267 - $50,813
-559 Reduced 14.29%
3,354 $289,000
Q3 2018

Oct 09, 2018

BUY
$78.09 - $83.47 $99,564 - $106,424
1,275 Added 48.33%
3,913 $313,000
Q2 2018

Jul 13, 2018

SELL
$72.12 - $80.5 $81,351 - $90,804
-1,128 Reduced 29.95%
2,638 $209,000
Q1 2018

May 25, 2018

BUY
$74.32 - $83.23 $4,830 - $5,409
65 Added 1.76%
3,766 $292,000
Q1 2018

Apr 20, 2018

SELL
$74.32 - $83.23 $66,739 - $74,740
-898 Reduced 19.53%
3,701 $290,000
Q4 2017

Jan 18, 2018

SELL
$83.6 - $91.09 $15,883 - $17,307
-190 Reduced 3.97%
4,599 $387,000
Q3 2017

Oct 13, 2017

BUY
$83.92 - $88.34 $401,892 - $423,060
4,789
4,789 $402,000

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 $85.5B
  • 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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.