Accel Wealth Management Duke Energy Corp Transaction History

Accel Wealth Management

$328 Million
Q3 2025

A detailed history of Accel Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Accel Wealth Management holds 3,475 shares of DUK stock, worth $443,027. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,475

Previous 3,242 7.19%

Holding current value

$443,027

Previous $382,000 12.57%

% of portfolio

0.13%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$116.31 - $125.93 $27,100 - $29,341	233 Added 7.19%	3,475 $430,000
Q2 2025 Jul 21, 2025	BUY	$112.46 - $124.05 $50,044 - $55,202	445 Added 15.91%	3,242 $382,000
Q1 2025 Apr 10, 2025	SELL	$105.87 - $121.97 $27,843 - $32,078	-263 Reduced 8.59%	2,797 $341,000
Q4 2024 Jan 21, 2025	SELL	$105.76 - $120.76 $76,358 - $87,188	-722 Reduced 19.09%	3,060 $329,000
Q3 2024 Oct 15, 2024	SELL	$99.35 - $117.71 $7,550 - $8,945	-76 Reduced 1.97%	3,782 $436,000
Q2 2024 Jul 12, 2024	BUY	$92.87 - $104.6 $15,323 - $17,259	165 Added 4.47%	3,858 $386,000
Q1 2024 Apr 19, 2024	SELL	$90.65 - $99.39 $2,266 - $2,484	-25 Reduced 0.67%	3,693 $357,000
Q4 2023 Jan 18, 2024	SELL	$85.44 - $98.31 $1,367 - $1,572	-16 Reduced 0.43%	3,718 $360,000
Q3 2023 Oct 19, 2023	SELL	$86.65 - $95.56 $25,041 - $27,616	-289 Reduced 7.18%	3,734 $329,000
Q2 2023 Jul 24, 2023	BUY	$88.01 - $99.74 $264 - $299	3 Added 0.07%	4,023 $361,000
Q1 2023 Apr 20, 2023	BUY	$91.55 - $105.65 $2,838 - $3,275	31 Added 0.78%	4,020 $387,000
Q4 2022 Jan 26, 2023	SELL	$86.82 - $103.84 $3,559 - $4,257	-41 Reduced 1.02%	3,989 $0
Q3 2022 Oct 12, 2022	BUY	$24.9 - $110.88 $1,170 - $5,211	47 Added 1.18%	4,030 $391,000
Q2 2022 Aug 03, 2022	BUY	$97.82 - $115.43 $3,032 - $3,578	31 Added 0.78%	3,983 $428,000
Q1 2022 Apr 29, 2022	BUY	$97.04 - $111.66 $2,814 - $3,238	29 Added 0.74%	3,952 $446,000
Q4 2021 Jan 18, 2022	BUY	$96.62 - $104.9 $20,966 - $22,763	217 Added 5.86%	3,923 $412,000
Q3 2021 Nov 04, 2021	SELL	$97.05 - $107.93 $3,105 - $3,453	-32 Reduced 0.86%	3,706 $362,000
Q2 2021 Aug 03, 2021	SELL	$96.28 - $103.74 $64,796 - $69,817	-673 Reduced 15.26%	3,738 $369,000
Q1 2021 May 10, 2021	SELL	$85.59 - $97.58 $2,738 - $3,122	-32 Reduced 0.72%	4,411 $426,000
Q4 2020 Jan 27, 2021	BUY	$89.04 - $97.31 $395,604 - $432,348	4,443 New	4,443 $407,000

Others Institutions Holding DUK

# of Institutions

2,628

Shares Held

539M

Call Options Held

5.24M

Put Options Held

3.28M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $98.2B
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...

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Accel Wealth Management Duke Energy Corp Transaction History