A detailed history of Altium Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Altium Wealth Management LLC holds 16,663 shares of DUK stock, worth $1.87 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,663
Previous 13,964 19.33%
Holding current value
$1.87 Million
Previous $1.56 Million 14.56%
% of portfolio
0.13%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$97.82 - $115.43 $264,016 - $311,545
2,699 Added 19.33%
16,663 $1.79 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $233,090 - $268,207
2,402 Added 20.77%
13,964 $1.56 Million
Q4 2021

Jan 31, 2022

BUY
$96.62 - $104.9 $34,396 - $37,344
356 Added 3.18%
11,562 $1.21 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $78,222 - $86,991
806 Added 7.75%
11,206 $1.09 Million
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $50,739 - $54,670
527 Added 5.34%
10,400 $1.03 Million
Q1 2021

May 06, 2021

BUY
$85.59 - $97.58 $27,474 - $31,323
321 Added 3.36%
9,873 $953,000
Q4 2020

Feb 04, 2021

BUY
$89.04 - $97.31 $238,627 - $260,790
2,680 Added 39.0%
9,552 $875,000
Q3 2020

Oct 26, 2020

BUY
$79.21 - $88.56 $118,973 - $133,017
1,502 Added 27.97%
6,872 $609,000
Q2 2020

Jul 31, 2020

BUY
$76.02 - $91.91 $408,227 - $493,556
5,370 New
5,370 $429,000

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 $86.2B
  • 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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