A detailed history of Regal Investment Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Regal Investment Advisors LLC holds 34,289 shares of DUK stock, worth $3.63 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
34,289
Previous 34,222 0.2%
Holding current value
$3.63 Million
Previous $3.43 Million 15.25%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $6,656 - $7,886
67 Added 0.2%
34,289 $3.95 Million
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $443,639 - $499,674
-4,777 Reduced 12.25%
34,222 $3.43 Million
Q1 2024

May 15, 2024

SELL
$90.65 - $99.39 $41,608 - $45,620
-459 Reduced 1.16%
38,999 $3.77 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $151,143 - $173,910
1,769 Added 4.69%
39,458 $3.83 Million
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $193,922 - $213,863
2,238 Added 6.31%
37,689 $3.33 Million
Q2 2023

Aug 11, 2023

BUY
$88.01 - $99.74 $181,124 - $205,264
2,058 Added 6.16%
35,451 $3.18 Million
Q1 2023

May 11, 2023

SELL
$91.55 - $105.65 $99,514 - $114,841
-1,087 Reduced 3.15%
33,393 $3.22 Million
Q4 2022

Mar 01, 2023

BUY
$86.82 - $103.84 $76,141 - $91,067
877 Added 2.61%
34,480 $3.55 Million
Q3 2022

Nov 15, 2022

SELL
$24.9 - $110.88 $10,458 - $46,569
-420 Reduced 1.23%
33,603 $3.13 Million
Q2 2022

Aug 09, 2022

BUY
$97.82 - $115.43 $7,629 - $9,003
78 Added 0.23%
34,023 $3.65 Million
Q1 2022

May 09, 2022

BUY
$97.04 - $111.66 $269,383 - $309,968
2,776 Added 8.91%
33,945 $3.79 Million
Q4 2021

Feb 10, 2022

BUY
$96.62 - $104.9 $23,961 - $26,015
248 Added 0.8%
31,169 $3.27 Million
Q3 2021

Nov 05, 2021

BUY
$97.05 - $107.93 $89,577 - $99,619
923 Added 3.08%
30,921 $3.02 Million
Q2 2021

Aug 09, 2021

BUY
$96.28 - $103.74 $2.89 Million - $3.11 Million
29,998 New
29,998 $2.96 Million
Q1 2021

May 12, 2021

SELL
$85.59 - $97.58 $3.18 Million - $3.62 Million
-37,131 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $3.31 Million - $3.61 Million
37,131 New
37,131 $3.4 Million
Q1 2020

May 12, 2020

SELL
$64.15 - $102.43 $2.6 Million - $4.16 Million
-40,590 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$86.66 - $97.17 $219,163 - $245,742
-2,529 Reduced 5.87%
40,590 $3.7 Million
Q3 2019

Nov 15, 2019

SELL
$86.49 - $96.28 $198,148 - $220,577
-2,291 Reduced 5.05%
43,119 $4.13 Million
Q2 2019

Jul 26, 2019

SELL
$85.53 - $91.12 $185,086 - $197,183
-2,164 Reduced 4.55%
45,410 $4.01 Million
Q1 2019

May 09, 2019

BUY
$83.66 - $91.53 $36,977 - $40,456
442 Added 0.94%
47,574 $4.28 Million
Q4 2018

Feb 04, 2019

BUY
$79.19 - $90.9 $75,072 - $86,173
948 Added 2.05%
47,132 $4.07 Million
Q3 2018

Nov 05, 2018

BUY
$78.09 - $83.47 $1.63 Million - $1.75 Million
20,924 Added 82.83%
46,184 $3.7 Million
Q2 2018

Aug 10, 2018

SELL
$72.12 - $80.5 $1.28 Million - $1.43 Million
-17,798 Reduced 41.33%
25,260 $2 Million
Q1 2018

Apr 25, 2018

BUY
$74.32 - $83.23 $309,765 - $346,902
4,168 Added 10.72%
43,058 $3.34 Million
Q4 2017

Feb 06, 2018

SELL
$83.6 - $91.09 $21,067 - $22,954
-252 Reduced 0.64%
38,890 $3.27 Million
Q3 2017

Nov 08, 2017

BUY
$83.92 - $88.34 $3.28 Million - $3.46 Million
39,142
39,142 $3.29 Million

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 $81.5B
  • 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 Regal Investment Advisors LLC Portfolio

Follow Regal Investment 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.