A detailed history of Accurate Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,114 shares of DUK stock, worth $476,195. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,114
Previous 4,400 6.5%
Holding current value
$476,195
Previous $425,000 3.06%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Jul 17, 2024

SELL
$92.87 - $104.6 $26,560 - $29,915
-286 Reduced 6.5%
4,114 $412,000
Q1 2024

Apr 22, 2024

SELL
$90.65 - $99.39 $25,110 - $27,531
-277 Reduced 5.92%
4,400 $425,000
Q4 2023

Jan 12, 2024

SELL
$85.44 - $98.31 $28,109 - $32,343
-329 Reduced 6.57%
4,677 $453,000
Q3 2023

Oct 23, 2023

BUY
$86.65 - $95.56 $31,887 - $35,166
368 Added 7.93%
5,006 $441,000
Q2 2023

Jul 24, 2023

SELL
$88.01 - $99.74 $35,996 - $40,793
-409 Reduced 8.1%
4,638 $416,000
Q1 2023

Apr 13, 2023

SELL
$91.55 - $105.65 $36,345 - $41,943
-397 Reduced 7.29%
5,047 $486,000
Q4 2022

Jan 11, 2023

BUY
$86.82 - $103.84 $224,603 - $268,634
2,587 Added 90.55%
5,444 $0
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $53,933 - $240,166
-2,166 Reduced 43.12%
2,857 $255,000
Q2 2022

Aug 04, 2022

SELL
$97.82 - $115.43 $23,281 - $27,472
-238 Reduced 4.52%
5,023 $538,000
Q1 2022

May 10, 2022

BUY
$97.04 - $111.66 $16,787 - $19,317
173 Added 3.4%
5,261 $587,000
Q4 2021

Feb 08, 2022

BUY
$96.62 - $104.9 $1,256 - $1,363
13 Added 0.26%
5,088 $532,000
Q3 2021

Oct 22, 2021

BUY
$97.05 - $107.93 $6,599 - $7,339
68 Added 1.36%
5,075 $499,000
Q2 2021

Aug 25, 2021

BUY
$96.28 - $103.74 $482,073 - $519,426
5,007 New
5,007 $494,000

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 $89.1B
  • 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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