A detailed history of Allen Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Allen Wealth Management, LLC holds 12,098 shares of DUK stock, worth $1.39 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
12,098
Previous 11,621 4.1%
Holding current value
$1.39 Million
Previous $1.12 Billion 7.89%
% of portfolio
1.08%
Previous 0.99%

Shares

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

Jul 19, 2024

BUY
$92.87 - $104.6 $44,298 - $49,894
477 Added 4.1%
12,098 $1.21 Billion
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $992,898 - $1.14 Million
11,621 New
11,621 $1.13 Billion

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 $88.7B
  • 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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