A detailed history of Goal Vest Advisory LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Goal Vest Advisory LLC holds 566 shares of DUK stock, worth $64,790. This represents 0.02% of its overall portfolio holdings.

Number of Shares
566
Previous 891 36.48%
Holding current value
$64,790
Previous $86,000 34.88%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$92.87 - $104.6 $30,182 - $33,995
-325 Reduced 36.48%
566 $56,000
Q1 2024

Apr 15, 2024

BUY
$90.65 - $99.39 $72,610 - $79,611
801 Added 890.0%
891 $86,000
Q4 2023

Jan 02, 2024

BUY
$85.44 - $98.31 $5,980 - $6,881
70 Added 350.0%
90 $8,000
Q3 2023

Oct 10, 2023

BUY
$86.65 - $95.56 $1,733 - $1,911
20 New
20 $1,000
Q2 2022

Jul 06, 2022

SELL
$97.82 - $115.43 $10,858 - $12,812
-111 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$97.04 - $111.66 $10,771 - $12,394
111 New
111 $12,000
Q1 2021

May 13, 2021

SELL
$85.59 - $97.58 $6,847 - $7,806
-80 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$89.04 - $97.31 $7,123 - $7,784
80 New
80 $7,000

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 $88.1B
  • 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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