A detailed history of Beacon Investment Advisory Services, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 45,232 shares of DUK stock, worth $4.9 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
45,232
Previous 44,247 2.23%
Holding current value
$4.9 Million
Previous $4.43 Million 17.61%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Nov 14, 2024

BUY
$99.35 - $117.71 $97,859 - $115,944
985 Added 2.23%
45,232 $5.22 Million
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $17,738 - $19,978
191 Added 0.43%
44,247 $4.43 Million
Q1 2024

May 09, 2024

SELL
$90.65 - $99.39 $58,197 - $63,808
-642 Reduced 1.44%
44,056 $4.26 Million
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $8,031 - $9,241
94 Added 0.21%
44,698 $4.34 Million
Q3 2023

Oct 31, 2023

BUY
$86.65 - $95.56 $25,648 - $28,285
296 Added 0.67%
44,604 $3.94 Million
Q2 2023

Jul 21, 2023

SELL
$88.01 - $99.74 $55,006 - $62,337
-625 Reduced 1.39%
44,308 $3.98 Million
Q1 2023

May 04, 2023

BUY
$91.55 - $105.65 $27,831 - $32,117
304 Added 0.68%
44,933 $4.33 Million
Q4 2022

Jan 13, 2023

BUY
$86.82 - $103.84 $67,545 - $80,787
778 Added 1.77%
44,629 $0
Q3 2022

Oct 20, 2022

SELL
$24.9 - $110.88 $2,340 - $10,422
-94 Reduced 0.21%
43,851 $4.08 Million
Q2 2022

Jul 21, 2022

BUY
$97.82 - $115.43 $28,563 - $33,705
292 Added 0.67%
43,945 $4.71 Million
Q1 2022

May 12, 2022

BUY
$97.04 - $111.66 $160,601 - $184,797
1,655 Added 3.94%
43,653 $4.88 Million
Q4 2021

Feb 04, 2022

SELL
$96.62 - $104.9 $22,319 - $24,231
-231 Reduced 0.55%
41,998 $4.41 Million
Q3 2021

Nov 09, 2021

BUY
$97.05 - $107.93 $40,469 - $45,006
417 Added 1.0%
42,229 $4.12 Million
Q2 2021

Aug 02, 2021

BUY
$96.28 - $103.74 $135,658 - $146,169
1,409 Added 3.49%
41,812 $4.13 Million
Q1 2021

May 21, 2021

BUY
$85.59 - $97.58 $402,444 - $458,821
4,702 Added 13.17%
40,403 $3.9 Million
Q4 2020

Feb 08, 2021

BUY
$89.04 - $97.31 $54,581 - $59,651
613 Added 1.75%
35,701 $3.27 Million
Q3 2020

Oct 29, 2020

BUY
$79.21 - $88.56 $2.78 Million - $3.11 Million
35,088 New
35,088 $3.11 Million
Q2 2019

Aug 07, 2019

SELL
$85.53 - $91.12 $627,790 - $668,820
-7,340 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$83.66 - $91.53 $20,496 - $22,424
-245 Reduced 3.23%
7,340 $661,000
Q4 2018

Feb 08, 2019

BUY
$79.19 - $90.9 $14,175 - $16,271
179 Added 2.42%
7,585 $655,000
Q3 2018

Nov 09, 2018

SELL
$78.09 - $83.47 $69,500 - $74,288
-890 Reduced 10.73%
7,406 $593,000
Q2 2018

Aug 09, 2018

SELL
$72.12 - $80.5 $4,976 - $5,554
-69 Reduced 0.82%
8,296 $656,000
Q4 2017

Feb 02, 2018

SELL
$83.6 - $91.09 $92,294 - $100,563
-1,104 Reduced 11.66%
8,365 $704,000
Q3 2017

Nov 14, 2017

BUY
$83.92 - $88.34 $794,638 - $836,491
9,469
9,469 $795,000

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 $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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