A detailed history of True Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,287 shares of DUK stock, worth $256,532. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,287
Previous 2,244 1.92%
Holding current value
$256,532
Previous $224,000 17.41%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 29, 2024

BUY
$99.35 - $117.71 $4,272 - $5,061
43 Added 1.92%
2,287 $263,000
Q2 2024

Jul 24, 2024

SELL
$92.87 - $104.6 $17,180 - $19,351
-185 Reduced 7.62%
2,244 $224,000
Q1 2024

Apr 23, 2024

BUY
$90.65 - $99.39 $12,962 - $14,212
143 Added 6.26%
2,429 $234,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $1,452 - $1,671
17 Added 0.75%
2,286 $221,000
Q3 2023

Nov 07, 2023

SELL
$86.65 - $95.56 $433 - $477
-5 Reduced 0.22%
2,269 $200,000
Q2 2023

Jul 31, 2023

SELL
$88.01 - $99.74 $12,585 - $14,262
-143 Reduced 5.92%
2,274 $204,000
Q1 2023

Apr 19, 2023

BUY
$91.55 - $105.65 $91 - $105
1 Added 0.04%
2,417 $233,000
Q4 2022

Jan 23, 2023

SELL
$86.82 - $103.84 $1,823 - $2,180
-21 Reduced 0.86%
2,416 $0
Q3 2022

Oct 21, 2022

BUY
$24.9 - $110.88 $249 - $1,108
10 Added 0.41%
2,437 $227,000
Q2 2022

Jul 27, 2022

BUY
$97.82 - $115.43 $36,975 - $43,632
378 Added 18.45%
2,427 $260,000
Q1 2022

May 05, 2022

SELL
$97.04 - $111.66 $23,095 - $26,575
-238 Reduced 10.41%
2,049 $215,000
Q1 2022

May 04, 2022

BUY
$97.04 - $111.66 $23,095 - $26,575
238 Added 11.62%
2,287 $248,000
Q4 2021

Feb 02, 2022

BUY
$96.62 - $104.9 $197,974 - $214,940
2,049 New
2,049 $215,000

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 $86.4B
  • 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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