Visionary Wealth Advisors Duke Energy Corp Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, Visionary Wealth Advisors holds 6,316 shares of DUK stock, worth $708,465. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,316

Previous 6,214 1.64%

Holding current value

$708,465

Previous $622,000 17.04%

% of portfolio

0.05%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$99.35 - $117.71 $10,133 - $12,006	102 Added 1.64%	6,316 $728,000
Q2 2024 Aug 13, 2024	BUY	$92.87 - $104.6 $19,409 - $21,861	209 Added 3.48%	6,214 $622,000
Q1 2024 May 15, 2024	SELL	$90.65 - $99.39 $2,719 - $2,981	-30 Reduced 0.5%	6,005 $580,000
Q3 2023 Nov 13, 2023	SELL	$86.65 - $95.56 $3,552 - $3,917	-41 Reduced 0.67%	6,035 $532,000
Q2 2023 Aug 11, 2023	BUY	$88.01 - $99.74 $7,392 - $8,378	84 Added 1.4%	6,076 $545,000
Q1 2023 May 15, 2023	BUY	$91.55 - $105.65 $95,578 - $110,298	1,044 Added 21.1%	5,992 $578,000
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $5,816 - $6,957	67 Added 1.37%	4,948 $510,000
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $398 - $1,774	16 Added 0.33%	4,881 $454,000
Q2 2022 Aug 12, 2022	SELL	$97.82 - $115.43 $1,173 - $1,385	-12 Reduced 0.25%	4,865 $522,000
Q1 2022 May 12, 2022	BUY	$97.04 - $111.66 $1,164 - $1,339	12 Added 0.25%	4,877 $545,000
Q3 2021 Nov 12, 2021	SELL	$97.05 - $107.93 $3,396 - $3,777	-35 Reduced 0.71%	4,865 $475,000
Q2 2021 Aug 13, 2021	SELL	$96.28 - $103.74 $32,061 - $34,545	-333 Reduced 6.36%	4,900 $484,000
Q1 2021 May 18, 2021	SELL	$85.59 - $97.58 $13,694 - $15,612	-160 Reduced 2.97%	5,233 $505,000
Q4 2020 Feb 16, 2021	BUY	$89.04 - $97.31 $6,054 - $6,617	68 Added 1.28%	5,393 $494,000
Q3 2020 Nov 16, 2020	BUY	$79.21 - $88.56 $43,327 - $48,442	547 Added 11.45%	5,325 $472,000
Q2 2020 Aug 14, 2020	SELL	$76.02 - $91.91 $684 - $827	-9 Reduced 0.19%	4,778 $382,000
Q1 2020 May 15, 2020	BUY	$64.15 - $102.43 $40,222 - $64,223	627 Added 15.07%	4,787 $387,000
Q4 2019 Feb 14, 2020	BUY	$86.66 - $97.17 $360,505 - $404,227	4,160 New	4,160 $380,000

Others Institutions Holding DUK

# of Institutions

2,283

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Duke Energy Corp Transaction History