A detailed history of Jfs Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,068 shares of DUK stock, worth $552,259. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,068
Previous 126 3922.22%
Holding current value
$552,259
Previous $12,000 4766.67%
% of portfolio
0.04%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$99.35 - $117.71 $490,987 - $581,722
4,942 Added 3922.22%
5,068 $584,000
Q2 2024

Jul 15, 2024

BUY
$92.87 - $104.6 $650 - $732
7 Added 5.88%
126 $12,000
Q1 2024

Apr 30, 2024

SELL
$90.65 - $99.39 $2,356 - $2,584
-26 Reduced 17.93%
119 $11,000
Q4 2023

Feb 07, 2024

SELL
$85.44 - $98.31 $1,537 - $1,769
-18 Reduced 11.04%
145 $14,000
Q3 2023

Nov 02, 2023

BUY
$86.65 - $95.56 $2,512 - $2,771
29 Added 21.64%
163 $14,000
Q2 2023

Aug 07, 2023

SELL
$88.01 - $99.74 $54,478 - $61,739
-619 Reduced 82.2%
134 $12,000
Q1 2023

Apr 19, 2023

BUY
$91.55 - $105.65 $1,647 - $1,901
18 Added 2.45%
753 $72,000
Q4 2022

Feb 13, 2023

SELL
$86.82 - $103.84 $2,951 - $3,530
-34 Reduced 4.42%
735 $75,000
Q3 2022

Oct 21, 2022

SELL
$24.9 - $110.88 $846 - $3,769
-34 Reduced 4.23%
769 $72,000
Q2 2022

Aug 02, 2022

BUY
$97.82 - $115.43 $65,637 - $77,453
671 Added 508.33%
803 $86,000
Q1 2022

May 02, 2022

BUY
$97.04 - $111.66 $8,248 - $9,491
85 Added 180.85%
132 $15,000
Q4 2021

Feb 03, 2022

BUY
$96.62 - $104.9 $4,541 - $4,930
47 New
47 $5,000
Q3 2021

Nov 09, 2021

SELL
$97.05 - $107.93 $17,954 - $19,967
-185 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$96.28 - $103.74 $17,811 - $19,191
185 New
185 $18,000
Q1 2021

Apr 28, 2021

SELL
$85.59 - $97.58 $9,329 - $10,636
-109 Closed
0 $0
Q4 2020

Feb 01, 2021

BUY
$89.04 - $97.31 $9,705 - $10,606
109 New
109 $10,000
Q4 2018

Jan 28, 2019

SELL
$79.19 - $90.9 $7,285 - $8,362
-92 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$78.09 - $83.47 $7,184 - $7,679
92 New
92 $7,000
Q1 2018

Apr 26, 2018

SELL
$74.32 - $83.23 $19,397 - $21,723
-261 Closed
0 $0
Q4 2017

Jan 31, 2018

BUY
$83.6 - $91.09 $21,819 - $23,774
261
261 $22,000

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 $83.9B
  • 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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