A detailed history of 9258 Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 7,044 shares of DUK stock, worth $759,977. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,044
Previous 10,165 30.7%
Holding current value
$759,977
Previous $1.02 Million 20.24%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$99.35 - $117.71 $310,071 - $367,372
-3,121 Reduced 30.7%
7,044 $812,000
Q1 2024

May 03, 2024

BUY
$90.65 - $99.39 $997 - $1,093
11 Added 0.11%
10,165 $983,000
Q3 2023

Nov 08, 2023

BUY
$86.65 - $95.56 $953 - $1,051
11 Added 0.11%
10,154 $896,000
Q2 2023

Aug 08, 2023

SELL
$88.01 - $99.74 $13,641 - $15,459
-155 Reduced 1.51%
10,143 $910,000
Q1 2023

May 03, 2023

SELL
$91.55 - $105.65 $732 - $845
-8 Reduced 0.08%
10,298 $993,000
Q4 2022

Feb 03, 2023

BUY
$86.82 - $103.84 $38,113 - $45,585
439 Added 4.45%
10,306 $1.06 Million
Q3 2022

Nov 08, 2022

BUY
$24.9 - $110.88 $2,589 - $11,531
104 Added 1.07%
9,867 $918,000
Q2 2022

Aug 04, 2022

BUY
$97.82 - $115.43 $50,964 - $60,139
521 Added 5.64%
9,763 $1.05 Million
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $82,030 - $89,060
849 Added 10.12%
9,242 $969,000
Q3 2021

Nov 12, 2021

SELL
$97.05 - $107.93 $21,545 - $23,960
-222 Reduced 2.58%
8,393 $819,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $30,328 - $32,678
315 Added 3.8%
8,615 $850,000
Q1 2021

May 11, 2021

BUY
$85.59 - $97.58 $46,304 - $52,790
541 Added 6.97%
8,300 $801,000
Q4 2020

Feb 10, 2021

SELL
$89.04 - $97.31 $15,760 - $17,223
-177 Reduced 2.23%
7,759 $710,000
Q3 2020

Nov 13, 2020

SELL
$79.21 - $88.56 $81,190 - $90,774
-1,025 Reduced 11.44%
7,936 $731,000
Q2 2020

Aug 13, 2020

SELL
$76.02 - $91.91 $24,782 - $29,962
-326 Reduced 3.51%
8,961 $716,000
Q1 2020

May 05, 2020

SELL
$64.15 - $102.43 $23,799 - $38,001
-371 Reduced 3.84%
9,287 $806,000
Q4 2019

Feb 06, 2020

BUY
$86.66 - $97.17 $836,962 - $938,467
9,658 New
9,658 $881,000

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 $83.1B
  • 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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