A detailed history of Roi Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 12,363 shares of DUK stock, worth $1.4 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
12,363
Previous 12,206 1.29%
Holding current value
$1.4 Million
Previous $1.22 Billion 16.52%
% of portfolio
0.98%
Previous 0.89%

Shares

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

Nov 05, 2024

BUY
$99.35 - $117.71 $15,597 - $18,480
157 Added 1.29%
12,363 $1.43 Billion
Q2 2024

Aug 09, 2024

SELL
$92.87 - $104.6 $52,750 - $59,412
-568 Reduced 4.45%
12,206 $1.22 Billion
Q1 2024

May 13, 2024

SELL
$90.65 - $99.39 $148,394 - $162,701
-1,637 Reduced 11.36%
12,774 $1.24 Billion
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $1.23 Million - $1.42 Million
14,411 New
14,411 $1.4 Billion

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 $87.5B
  • 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 Roi Financial Advisors, LLC Portfolio

Follow Roi Financial 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 Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.