A detailed history of Beacon Financial Advisory LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 1,837 shares of DUK stock, worth $229,955. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,837
Previous 1,814 1.27%
Holding current value
$229,955
Previous $214,000 6.07%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$116.31 - $125.93 $2,675 - $2,896
23 Added 1.27%
1,837 $227,000
Q2 2025

Jul 22, 2025

SELL
$112.46 - $124.05 $827,030 - $912,263
-7,354 Reduced 80.21%
1,814 $214,000
Q1 2025

Apr 24, 2025

BUY
$105.87 - $121.97 $2,646 - $3,049
25 Added 0.27%
9,168 $1.12 Million
Q4 2024

Jan 27, 2025

SELL
$105.76 - $120.76 $17,661 - $20,166
-167 Reduced 1.79%
9,143 $985,000
Q3 2024

Oct 30, 2024

SELL
$99.35 - $117.71 $4,272 - $5,061
-43 Reduced 0.46%
9,310 $1.07 Million
Q2 2024

Jul 26, 2024

BUY
$92.87 - $104.6 $868,613 - $978,323
9,353 New
9,353 $937,000

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 $96.4B
  • 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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