A detailed history of Beaumont Financial Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,977 shares of DUK stock, worth $247,480. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,977
Previous 1,837 7.62%
Holding current value
$247,480
Previous $227,000 8.81%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

BUY
$121.57 - $129.03 $17,019 - $18,064
140 Added 7.62%
1,977 $247,000
Q3 2025

Oct 23, 2025

SELL
$116.31 - $125.93 $3,372 - $3,651
-29 Reduced 1.55%
1,837 $227,000
Q2 2025

Jul 16, 2025

SELL
$112.46 - $124.05 $2,136 - $2,356
-19 Reduced 1.01%
1,866 $220,000
Q1 2025

May 12, 2025

BUY
$105.87 - $121.97 $199,564 - $229,913
1,885 New
1,885 $229,000
Q3 2024

Oct 09, 2024

BUY
$99.35 - $117.71 $172,769 - $204,697
1,739 New
1,739 $200,000

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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