Tci Wealth Advisors, Inc. Duke Energy Corp Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,047 shares of DUK stock, worth $226,561. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,047

Previous 2,735 25.16%

Holding current value

$226,561

Previous $274,000 13.87%

% of portfolio

0.02%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$99.35 - $117.71 $68,352 - $80,984	-688 Reduced 25.16%	2,047 $236,000
Q2 2024 Jul 30, 2024	BUY	$92.87 - $104.6 $253,999 - $286,081	2,735 New	2,735 $274,000
Q1 2023 May 03, 2023	BUY	$91.55 - $105.65 $1,373 - $1,584	15 Added 1.36%	1,118 $107,000
Q4 2022 Feb 06, 2023	BUY	$86.82 - $103.84 $9,810 - $11,733	113 Added 11.41%	1,103 $113,000
Q3 2022 Nov 08, 2022	SELL	$24.9 - $110.88 $12,574 - $55,994	-505 Reduced 33.78%	990 $92,000
Q2 2022 Jul 19, 2022	BUY	$97.82 - $115.43 $4,695 - $5,540	48 Added 3.32%	1,495 $160,000
Q1 2022 Apr 29, 2022	BUY	$97.04 - $111.66 $31,149 - $35,842	321 Added 28.51%	1,447 $162,000
Q4 2021 Jan 24, 2022	SELL	$96.62 - $104.9 $23,092 - $25,071	-239 Reduced 17.51%	1,126 $118,000
Q3 2021 Oct 29, 2021	BUY	$97.05 - $107.93 $5,337 - $5,936	55 Added 4.2%	1,365 $133,000
Q2 2021 Aug 02, 2021	BUY	$96.28 - $103.74 $8,954 - $9,647	93 Added 7.64%	1,310 $129,000
Q1 2021 Apr 29, 2021	BUY	$85.59 - $97.58 $1,968 - $2,244	23 Added 1.93%	1,217 $117,000
Q4 2020 Jan 21, 2021	BUY	$89.04 - $97.31 $9,082 - $9,925	102 Added 9.34%	1,194 $109,000
Q3 2020 Oct 20, 2020	BUY	$79.21 - $88.56 $9,425 - $10,538	119 Added 12.23%	1,092 $97,000
Q2 2020 Jul 20, 2020	SELL	$76.02 - $91.91 $988 - $1,194	-13 Reduced 1.32%	973 $78,000
Q1 2020 Apr 14, 2020	SELL	$64.15 - $102.43 $2,630 - $4,199	-41 Reduced 3.99%	986 $80,000
Q3 2019 Oct 17, 2019	BUY	$86.49 - $96.28 $53,364 - $59,404	617 Added 150.49%	1,027 $98,000
Q2 2019 Jul 23, 2019	SELL	$85.53 - $91.12 $5,217 - $5,558	-61 Reduced 12.95%	410 $36,000
Q1 2019 Apr 11, 2019	BUY	$83.66 - $91.53 $9,118 - $9,976	109 Added 30.11%	471 $42,000
Q4 2018 Jan 17, 2019	BUY	$79.19 - $90.9 $79 - $90	1 Added 0.28%	362 $31,000
Q2 2018 Jul 27, 2018	SELL	$72.12 - $80.5 $1,586 - $1,771	-22 Reduced 5.74%	361 $29,000
Q1 2018 Apr 30, 2018	SELL	$74.32 - $83.23 $29,727 - $33,292	-400 Reduced 51.09%	383 $30,000
Q4 2017 Feb 01, 2018	BUY	$83.6 - $91.09 $33,440 - $36,436	400 Added 104.44%	783 $66,000
Q3 2017 Oct 24, 2017	SELL	$83.92 - $88.34 $83 - $88	-1 Reduced 0.26%	383 $32,000
Q2 2017 Aug 10, 2017	BUY	N/A	384	384 $32,000

Others Institutions Holding DUK

# of Institutions

2,279

Shares Held

509M

Call Options Held

4.58M

Put Options Held

3.84M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $85.2B
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...

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Tci Wealth Advisors, Inc. Duke Energy Corp Transaction History