A detailed history of Valued Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 9 shares of DUK stock, worth $905. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 8 12.5%
Holding current value
$905
Previous $707,000 23.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2024

BUY
$90.65 - $99.39 $90 - $99
1 Added 12.5%
9 $871,000
Q4 2023

Jan 05, 2024

BUY
$85.44 - $98.31 $683 - $786
8 New
8 $707,000

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 $77.4B
  • 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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