A detailed history of Gratus Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 8,943 shares of DUK stock, worth $968,616. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,943
Previous 9,705 7.85%
Holding current value
$968,616
Previous $1.04 Billion 5.0%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 08, 2024

SELL
$99.35 - $117.71 $75,704 - $89,695
-762 Reduced 7.85%
8,943 $986 Million
Q2 2024

Jul 22, 2024

SELL
$92.87 - $104.6 $1,485 - $1,673
-16 Reduced 0.16%
9,705 $1.04 Billion
Q1 2024

May 09, 2024

BUY
$90.65 - $99.39 $55,024 - $60,329
607 Added 6.66%
9,721 $933 Million
Q4 2023

May 09, 2024

BUY
$85.44 - $98.31 $778,700 - $895,997
9,114 New
9,114 $884 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 $83.4B
  • 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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