A detailed history of Transamerica Financial Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 17 shares of DUK stock, worth $1,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 821 97.93%
Holding current value
$1,852
Previous $83,000 97.59%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$99.35 - $117.71 $79,877 - $94,638
-804 Reduced 97.93%
17 $2,000
Q1 2024

May 15, 2024

SELL
$90.65 - $99.39 $692,928 - $759,737
-7,644 Reduced 90.3%
821 $80,000
Q4 2023

Feb 12, 2024

SELL
$85.44 - $98.31 $217,444 - $250,198
-2,545 Reduced 23.12%
8,465 $822,000
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $397,290 - $438,142
4,585 Added 71.36%
11,010 $972,000
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $6,160 - $6,981
-70 Reduced 1.08%
6,425 $577,000
Q1 2023

May 15, 2023

SELL
$91.55 - $105.65 $160,212 - $184,887
-1,750 Reduced 21.22%
6,495 $627,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $217,049 - $259,600
-2,500 Reduced 23.27%
8,245 $850,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $41,807 - $186,167
1,679 Added 18.52%
10,745 $1 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $886,836 - $1.05 Million
9,066 New
9,066 $971,000
Q2 2021

Aug 10, 2021

SELL
$96.28 - $103.74 $2,310 - $2,489
-24 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $171 - $195
2 Added 9.09%
24 $3,000
Q4 2020

Feb 16, 2021

SELL
$89.04 - $97.31 $356 - $389
-4 Reduced 15.38%
22 $2,000
Q3 2020

Nov 12, 2020

SELL
$79.21 - $88.56 $533,320 - $596,274
-6,733 Reduced 99.62%
26 $3,000
Q2 2020

Aug 13, 2020

BUY
$76.02 - $91.91 $512,830 - $620,024
6,746 Added 51892.31%
6,759 $540,000
Q1 2020

May 15, 2020

BUY
$64.15 - $102.43 $64 - $102
1 Added 8.33%
13 $2,000
Q3 2019

Nov 12, 2019

SELL
$86.49 - $96.28 $605 - $673
-7 Reduced 36.84%
12 $2,000
Q2 2019

Aug 21, 2019

BUY
$85.53 - $91.12 $684 - $728
8 Added 72.73%
19 $2,000
Q1 2019

May 14, 2019

SELL
$83.66 - $91.53 $164,642 - $180,131
-1,968 Reduced 99.44%
11 $1,000
Q4 2018

Feb 04, 2019

BUY
$79.19 - $90.9 $155,291 - $178,254
1,961 Added 10894.44%
1,979 $171,000
Q2 2018

Jul 25, 2018

SELL
$72.12 - $80.5 $2,307 - $2,576
-32 Reduced 64.0%
18 $2,000
Q1 2018

May 09, 2018

SELL
$74.32 - $83.23 $643,462 - $720,605
-8,658 Reduced 99.43%
50 $4,000
Q4 2017

Feb 09, 2018

SELL
$83.6 - $91.09 $17,138 - $18,673
-205 Reduced 2.3%
8,708 $733,000
Q3 2017

Nov 13, 2017

BUY
$83.92 - $88.34 $747,978 - $787,374
8,913
8,913 $748,000

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 $83.9B
  • 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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