A detailed history of West Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, West Financial Advisors, LLC holds 108 shares of DUK stock, worth $12,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares
108
Previous 108 -0.0%
Holding current value
$12,524
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

SELL
$85.44 - $98.31 $4,357 - $5,013
-51 Reduced 32.08%
108 $10,000
Q3 2023

Oct 10, 2023

BUY
$86.65 - $95.56 $4,419 - $4,873
51 Added 47.22%
159 $14,000
Q2 2023

Jul 07, 2023

BUY
$88.01 - $99.74 $9,505 - $10,771
108 New
108 $9,000

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 $89.3B
  • 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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