A detailed history of Diversify Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,958 shares of DUK stock, worth $582,168. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,958
Previous 4,724 4.95%
Holding current value
$582,168
Previous $524 Million 13.99%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 25, 2024

BUY
$99.35 - $117.71 $23,247 - $27,544
234 Added 4.95%
4,958 $598 Million
Q2 2024

Aug 08, 2024

BUY
$92.87 - $104.6 $438,717 - $494,130
4,724 New
4,724 $524 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 $90.4B
  • 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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.