A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 317 shares of DUK stock, worth $36,410. This represents 0.01% of its overall portfolio holdings.

Number of Shares
317
Previous 408 22.3%
Holding current value
$36,410
Previous $40,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

SELL
$99.35 - $117.71 $9,040 - $10,711
-91 Reduced 22.3%
317 $36,000
Q2 2024

Aug 06, 2024

BUY
$92.87 - $104.6 $4,086 - $4,602
44 Added 12.09%
408 $40,000
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $4,260 - $4,671
47 Added 14.83%
364 $35,000
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $27,084 - $31,164
317 New
317 $30,000
Q4 2020

Feb 16, 2021

SELL
$89.04 - $97.31 $28,225 - $30,847
-317 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$79.21 - $88.56 $25,109 - $28,073
317 New
317 $28,000

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 $88.4B
  • 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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