A detailed history of Guardian Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 10,381 shares of DUK stock, worth $1.19 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,381
Previous 11,349 8.53%
Holding current value
$1.19 Million
Previous $1.1 Million 5.2%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Aug 14, 2024

SELL
$92.87 - $104.6 $89,898 - $101,252
-968 Reduced 8.53%
10,381 $1.04 Million
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $100,440 - $110,124
1,108 Added 10.82%
11,349 $1.1 Million
Q4 2023

Feb 14, 2024

SELL
$85.44 - $98.31 $26,144 - $30,082
-306 Reduced 2.9%
10,241 $993,000
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $81,364 - $89,730
939 Added 9.77%
10,547 $930,000
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $77,360 - $87,671
-879 Reduced 8.38%
9,608 $862,000
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $22,338 - $25,778
244 Added 2.38%
10,487 $1.01 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $8,682 - $10,384
100 Added 0.99%
10,243 $1.05 Million
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $22,932 - $102,120
921 Added 9.99%
10,143 $943,000
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $902,096 - $1.06 Million
9,222 New
9,222 $989,000

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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