A detailed history of Lantern Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 3,920 shares of DUK stock, worth $450,800. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,920
Previous 4,622 15.19%
Holding current value
$450,800
Previous $463 Million 2.44%
% of portfolio
0.31%
Previous 0.34%

Shares

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

Nov 14, 2024

SELL
$99.35 - $117.71 $69,743 - $82,632
-702 Reduced 15.19%
3,920 $452 Million
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $650 - $732
7 Added 0.15%
4,622 $463 Million
Q1 2024

May 14, 2024

SELL
$90.65 - $99.39 $2,447 - $2,683
-27 Reduced 0.58%
4,615 $446 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $396,612 - $456,355
4,642 New
4,642 $450 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 $88.5B
  • 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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