Foster Victor Wealth Advisors, LLC Duke Energy Corp Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 8,472 shares of DUK stock, worth $851,944. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,472
Previous 8,041 5.36%
Holding current value
$851,944
Previous $780,000 5.0%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 26, 2024
BUY
$90.65 - $99.39 $39,070 - $42,837
431 Added 5.36%
8,472 $819,000
Q4 2023

Jan 19, 2024
BUY
$85.44 - $98.31 $34,603 - $39,815
405 Added 5.3%
8,041 $780,000
Q3 2023

Oct 13, 2023
BUY
$86.65 - $95.56 $4,332 - $4,778
50 Added 0.66%
7,636 $673,000
Q2 2023

Jul 14, 2023
SELL
$88.01 - $99.74 $59,494 - $67,424
-676 Reduced 8.18%
7,586 $680,000
Q1 2023

Apr 20, 2023
SELL
$91.55 - $105.65 $9,429 - $10,881
-103 Reduced 1.23%
8,262 $797,000
Q4 2022

Jan 27, 2023
BUY
$86.82 - $103.84 $229,986 - $275,072
2,649 Added 46.34%
8,365 $0
Q3 2022

Oct 24, 2022
BUY
$24.9 - $110.88 $52,638 - $234,400
2,114 Added 58.69%
5,716 $519,000
Q2 2022

Jul 19, 2022
BUY
$97.82 - $115.43 $38,834 - $45,825
397 Added 12.39%
3,602 $387,000
Q1 2022

Apr 14, 2022
SELL
$97.04 - $111.66 $51,334 - $59,068
-529 Reduced 14.17%
3,205 $369,000
Q4 2021

Jan 19, 2022
BUY
$96.62 - $104.9 $87,537 - $95,039
906 Added 32.04%
3,734 $387,000
Q3 2021

Oct 08, 2021
BUY
$97.05 - $107.93 $10,869 - $12,088
112 Added 4.12%
2,828 $276,000
Q2 2021

Jul 29, 2021
BUY
$96.28 - $103.74 $8,761 - $9,440
91 Added 3.47%
2,716 $268,000
Q1 2021

Apr 23, 2021
SELL
$85.59 - $97.58 $38,515 - $43,911
-450 Reduced 14.63%
2,625 $259,000
Q4 2020

Feb 08, 2021
BUY
$89.04 - $97.31 $41,492 - $45,346
466 Added 17.86%
3,075 $282,000
Q3 2020

Oct 26, 2020
SELL
$79.21 - $88.56 $2,613 - $2,922
-33 Reduced 1.25%
2,609 $231,000
Q2 2020

Aug 03, 2020
BUY
$76.02 - $91.91 $608 - $735
8 Added 0.3%
2,642 $211,000
Q1 2020

Apr 29, 2020
SELL
$64.15 - $102.43 $64,919 - $103,659
-1,012 Reduced 27.76%
2,634 $225,000
Q4 2019

Jan 13, 2020
SELL
$86.66 - $97.17 $14,558 - $16,324
-168 Reduced 4.4%
3,646 $330,000
Q3 2019

Oct 11, 2019
SELL
$86.49 - $96.28 $108,026 - $120,253
-1,249 Reduced 24.67%
3,814 $370,000
Q2 2019

Jul 16, 2019
SELL
$85.53 - $91.12 $357,173 - $380,517
-4,176 Reduced 45.2%
5,063 $454,000
Q1 2019

May 03, 2019
SELL
$83.66 - $91.53 $115,283 - $126,128
-1,378 Reduced 12.98%
9,239 $832,000
Q4 2018

Mar 04, 2019
BUY
$79.19 - $90.9 $840,760 - $965,085
10,617 New
10,617 $916,000

Others Institutions Holding DUK

# of Institutions
2,089
Shares Held
494M
Call Options Held
5.43M
Put Options Held
2.91M
View Full List

About Duke Energy CORP

DUK Quotes by TradingView
  • 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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