A detailed history of Soa Wealth Advisors, Llc. transactions in Duke Energy Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 202 shares of DUK stock, worth $20,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
202
Previous 201 0.5%
Holding current value
$20,167
Previous $19,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 10, 2024

BUY
$90.65 - $99.39 $90 - $99
1 Added 0.5%
202 $19,000
Q4 2023

Jan 10, 2024

BUY
$85.44 - $98.31 $85 - $98
1 Added 0.5%
201 $19,000
Q3 2023

Oct 10, 2023

BUY
$86.65 - $95.56 $86 - $95
1 Added 0.5%
200 $17,000
Q2 2023

Jul 07, 2023

BUY
$88.01 - $99.74 $176 - $199
2 Added 1.02%
199 $17,000
Q4 2022

Jan 10, 2023

SELL
$86.82 - $103.84 $3,646 - $4,361
-42 Reduced 17.57%
197 $0
Q3 2022

Oct 07, 2022

BUY
$24.9 - $110.88 $946 - $4,213
38 Added 18.91%
239 $22,000
Q2 2022

Jul 13, 2022

SELL
$97.82 - $115.43 $1,565 - $1,846
-16 Reduced 7.37%
201 $21,000
Q1 2022

Apr 07, 2022

BUY
$97.04 - $111.66 $10,092 - $11,612
104 Added 92.04%
217 $24,000
Q4 2021

Jan 13, 2022

SELL
$96.62 - $104.9 $9,951 - $10,804
-103 Reduced 47.69%
113 $11,000
Q2 2021

Jul 14, 2021

SELL
$96.28 - $103.74 $3,754 - $4,045
-39 Reduced 15.29%
216 $21,000
Q1 2021

Apr 26, 2021

SELL
$85.59 - $97.58 $85 - $97
-1 Reduced 0.39%
255 $24,000
Q4 2020

Mar 10, 2021

BUY
$89.04 - $97.31 $22,794 - $24,911
256 New
256 $24,000

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 $76.9B
  • 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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