A detailed history of Wr Wealth Planners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,648 shares of DUK stock, worth $186,603. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,648
Previous 1,555 5.98%
Holding current value
$186,603
Previous $155,000 22.58%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024

BUY
$99.35 - $117.71 $9,239 - $10,947
93 Added 5.98%
1,648 $190,000
Q2 2024

Jul 31, 2024

SELL
$92.87 - $104.6 $18,759 - $21,129
-202 Reduced 11.5%
1,555 $155,000
Q1 2024

Jul 31, 2024

BUY
$90.65 - $99.39 $159,272 - $174,628
1,757 New
1,757 $169,000
Q3 2023

Aug 01, 2024

SELL
$86.65 - $95.56 $11,091 - $12,231
-128 Reduced 6.74%
1,771 $156 Million
Q2 2023

Aug 01, 2024

BUY
$88.01 - $99.74 $30,275 - $34,310
344 Added 22.12%
1,899 $170 Million
Q1 2023

Aug 01, 2024

BUY
$91.55 - $105.65 $33,690 - $38,879
368 Added 23.67%
1,923 $185 Million
Q4 2022

Oct 10, 2024

SELL
$86.82 - $103.84 $3,820 - $4,568
-44 Reduced 10.73%
366 $37.7 Million
Q3 2022

Oct 10, 2024

SELL
$24.9 - $110.88 $28,510 - $126,957
-1,145 Reduced 73.63%
410 $38.1 Million
Q2 2022

Oct 17, 2024

BUY
$97.82 - $115.43 $293 - $346
3 Added 0.74%
406 $43.6 Million
Q1 2022

Oct 17, 2024

SELL
$97.04 - $111.66 $120,814 - $139,016
-1,245 Reduced 75.55%
403 $45 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 $87.2B
  • 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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