Wealth Plan Partners, LLC Duke Energy Corp Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,957 shares of DUK stock, worth $219,516. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,957

Holding current value

$219,516

% of portfolio

0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$99.35 - $117.71 $194,427 - $230,358	1,957 New	1,957 $226 Million
Q1 2024 May 07, 2024	SELL	$90.65 - $99.39 $90,650 - $99,390	-1,000 Reduced 21.93%	3,561 $344 Million
Q4 2023 Jan 05, 2024	SELL	$85.44 - $98.31 $32,894 - $37,849	-385 Reduced 7.78%	4,561 $443 Million
Q3 2023 Nov 01, 2023	BUY	$86.65 - $95.56 $33,446 - $36,886	386 Added 8.46%	4,946 $437 Million
Q2 2023 Jul 31, 2023	SELL	$88.01 - $99.74 $43,124 - $48,872	-490 Reduced 9.7%	4,560 $409 Million
Q1 2023 May 10, 2023	SELL	$91.55 - $105.65 $288,474 - $332,903	-3,151 Reduced 38.42%	5,050 $487 Million
Q4 2022 Feb 16, 2023	BUY	$86.82 - $103.84 $94,720 - $113,289	1,091 Added 15.34%	8,201 $816 Million
Q1 2022 May 03, 2022	BUY	$97.04 - $111.66 $17,952 - $20,657	185 Added 2.67%	7,110 $783,000
Q4 2021 Feb 01, 2022	SELL	$96.62 - $104.9 $21,546 - $23,392	-223 Reduced 3.12%	6,925 $728,000
Q3 2021 Dec 09, 2021	SELL	$97.05 - $107.93 $12,519 - $13,922	-129 Reduced 1.77%	7,148 $697,000
Q2 2021 Aug 19, 2021	BUY	$96.28 - $103.74 $31,868 - $34,337	331 Added 4.77%	7,277 $780,000
Q1 2021 May 11, 2021	SELL	$85.59 - $97.58 $3,166 - $3,610	-37 Reduced 0.53%	6,946 $700,000
Q4 2020 Feb 09, 2021	SELL	$89.04 - $97.31 $1,246 - $1,362	-14 Reduced 0.2%	6,983 $659,000
Q3 2020 Dec 18, 2020	SELL	$79.21 - $88.56 $792 - $885	-10 Reduced 0.14%	6,997 $659,000
Q2 2020 Aug 19, 2020	SELL	$76.02 - $91.91 $9,502 - $11,488	-125 Reduced 1.75%	7,007 $580,000
Q1 2020 May 15, 2020	SELL	$64.15 - $102.43 $229,207 - $365,982	-3,573 Reduced 33.38%	7,132 $587,000
Q4 2019 Feb 14, 2020	BUY	$86.66 - $97.17 $30,417 - $34,106	351 Added 3.39%	10,705 $1.05 Million
Q3 2019 Nov 15, 2019	BUY	$86.49 - $96.28 $315,688 - $351,422	3,650 Added 54.45%	10,354 $917,000
Q2 2019 Aug 19, 2019	SELL	$85.53 - $91.12 $481,448 - $512,914	-5,629 Reduced 45.64%	6,704 $602,000
Q1 2019 May 16, 2019	BUY	$83.66 - $91.53 $28,026 - $30,662	335 Added 2.79%	12,333 $1.07 Million
Q4 2018 Feb 20, 2019	SELL	$79.19 - $90.9 $15,838 - $18,180	-200 Reduced 1.64%	11,998 $1.05 Million
Q3 2018 Nov 21, 2018	BUY	$78.09 - $83.47 $58,645 - $62,685	751 Added 6.56%	12,198 $1.08 Million
Q2 2018 Aug 16, 2018	BUY	$72.12 - $80.5 $23,366 - $26,082	324 Added 2.91%	11,447 $905,000
Q1 2018 May 16, 2018	BUY	$74.32 - $83.23 $826,661 - $925,767	11,123 New	11,123 $862,000

Others Institutions Holding DUK

# of Institutions

2,283

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $86.4B
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...

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Wealth Plan Partners, LLC Duke Energy Corp Transaction History