A detailed history of All Square Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,082 shares of DUK stock, worth $122,850. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,082
Previous 1,082 -0.0%
Holding current value
$122,850
Previous $108,000 14.81%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

SELL
$91.55 - $105.65 $9,155 - $10,565
-100 Reduced 8.46%
1,082 $104,000
Q4 2020

Feb 09, 2021

SELL
$89.04 - $97.31 $9,794 - $10,704
-110 Reduced 8.51%
1,182 $108,000
Q4 2018

Feb 13, 2019

SELL
$79.19 - $90.9 $23,757 - $27,270
-300 Reduced 18.84%
1,292 $111,000
Q3 2018

Nov 02, 2018

SELL
$78.09 - $83.47 $10,620 - $11,351
-136 Reduced 7.87%
1,592 $127,000
Q2 2018

Aug 14, 2018

SELL
$72.12 - $80.5 $16,587 - $18,515
-230 Reduced 11.75%
1,728 $137,000
Q1 2018

May 11, 2018

BUY
$74.32 - $83.23 $8,175 - $9,155
110 Added 5.95%
1,958 $152,000
Q3 2017

Nov 06, 2017

BUY
$83.92 - $88.34 $155,084 - $163,252
1,848
1,848 $155,000

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 $87.4B
  • 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 All Square Wealth Management LLC Portfolio

Follow All Square 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 All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.