A detailed history of Triad Financial Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 20,983 shares of DUK stock, worth $2.27 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
20,983
Previous 21,090 0.51%
Holding current value
$2.27 Million
Previous $1.89 Million 2.17%
% of portfolio
0.69%
Previous 0.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$86.65 - $95.56 $9,271 - $10,224
-107 Reduced 0.51%
20,983 $1.85 Million
Q2 2023

Jul 31, 2023

SELL
$88.01 - $99.74 $94,434 - $107,021
-1,073 Reduced 4.84%
21,090 $1.89 Million
Q1 2023

May 05, 2023

SELL
$91.55 - $105.65 $71,775 - $82,829
-784 Reduced 3.42%
22,163 $2.14 Million
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $154,886 - $185,250
-1,784 Reduced 7.21%
22,947 $2.36 Million
Q3 2022

Nov 04, 2022

BUY
$24.9 - $110.88 $81,945 - $364,906
3,291 Added 15.35%
24,731 $2.3 Million
Q2 2022

Aug 11, 2022

BUY
$97.82 - $115.43 $489 - $577
5 Added 0.02%
21,440 $2.3 Million
Q1 2022

May 09, 2022

BUY
$97.04 - $111.66 $25,036 - $28,808
258 Added 1.22%
21,435 $2.39 Million
Q4 2021

May 09, 2022

BUY
$96.62 - $104.9 $2.05 Million - $2.22 Million
21,177 New
21,177 $2.22 Million

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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