A detailed history of Triad Financial Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 20,983 shares of DUK stock, worth $2.26 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
20,983
Previous 21,090 0.51%
Holding current value
$2.26 Million
Previous $1.89 Million 2.17%
% of portfolio
0.69%
Previous 0.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$86.65 - $95.56 $9,271 - $10,224
-107 Reduced 0.51%
20,983 $1.85 Million
Q2 2023

Jul 31, 2023

SELL
$88.01 - $99.74 $94,434 - $107,021
-1,073 Reduced 4.84%
21,090 $1.89 Million
Q1 2023

May 05, 2023

SELL
$91.55 - $105.65 $71,775 - $82,829
-784 Reduced 3.42%
22,163 $2.14 Million
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $154,886 - $185,250
-1,784 Reduced 7.21%
22,947 $2.36 Million
Q3 2022

Nov 04, 2022

BUY
$24.9 - $110.88 $81,945 - $364,906
3,291 Added 15.35%
24,731 $2.3 Million
Q2 2022

Aug 11, 2022

BUY
$97.82 - $115.43 $489 - $577
5 Added 0.02%
21,440 $2.3 Million
Q1 2022

May 09, 2022

BUY
$97.04 - $111.66 $25,036 - $28,808
258 Added 1.22%
21,435 $2.39 Million
Q4 2021

May 09, 2022

BUY
$96.62 - $104.9 $2.05 Million - $2.22 Million
21,177 New
21,177 $2.22 Million

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
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. 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 Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.