A detailed history of Resurgent Financial Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,460 shares of DUK stock, worth $481,189. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,460
Previous 7,291 38.83%
Holding current value
$481,189
Previous $730,000 29.59%
% of portfolio
0.3%
Previous 0.45%

Shares

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

Nov 14, 2024

SELL
$99.35 - $117.71 $281,259 - $333,237
-2,831 Reduced 38.83%
4,460 $514,000
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $312,228 - $351,665
-3,362 Reduced 31.56%
7,291 $730,000
Q1 2024

May 10, 2024

BUY
$90.65 - $99.39 $318,816 - $349,554
3,517 Added 49.29%
10,653 $1.03 Million
Q4 2023

Feb 09, 2024

SELL
$85.44 - $98.31 $7,945 - $9,142
-93 Reduced 1.29%
7,136 $692,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $49,390 - $54,469
570 Added 8.56%
7,229 $638,000
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $140,023 - $158,686
1,591 Added 31.39%
6,659 $597,000
Q1 2023

May 15, 2023

SELL
$91.55 - $105.65 $127,529 - $147,170
-1,393 Reduced 21.56%
5,068 $488,000
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $254,556 - $304,458
2,932 Added 83.08%
6,461 $665,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $87,872 - $391,295
3,529 New
3,529 $328,000

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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