A detailed history of Apollon Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 33,246 shares of DUK stock, worth $3.32 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
33,246
Previous 41,088 19.09%
Holding current value
$3.32 Million
Previous $3.99 Million 19.36%
% of portfolio
0.1%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$90.65 - $99.39 $710,877 - $779,416
-7,842 Reduced 19.09%
33,246 $3.22 Million
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $467,015 - $537,362
5,466 Added 15.34%
41,088 $3.99 Million
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $220,524 - $243,200
2,545 Added 7.69%
35,622 $3.14 Million
Q2 2023

Aug 04, 2023

BUY
$88.01 - $99.74 $964,853 - $1.09 Million
10,963 Added 49.57%
33,077 $2.97 Million
Q1 2023

May 15, 2023

SELL
$91.55 - $105.65 $485,764 - $560,578
-5,306 Reduced 19.35%
22,114 $2.13 Million
Q4 2022

Feb 15, 2023

BUY
$86.82 - $103.84 $35,769 - $42,782
412 Added 1.53%
27,420 $2.82 Million
Q3 2022

Nov 08, 2022

SELL
$24.9 - $110.88 $9,287 - $41,358
-373 Reduced 1.36%
27,008 $2.51 Million
Q2 2022

Aug 11, 2022

BUY
$97.82 - $115.43 $133,524 - $157,561
1,365 Added 5.25%
27,381 $2.94 Million
Q1 2022

May 16, 2022

SELL
$97.04 - $111.66 $115,768 - $133,210
-1,193 Reduced 4.38%
26,016 $2.91 Million
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $1.63 Million - $1.77 Million
16,826 Added 162.05%
27,209 $2.85 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $169,837 - $188,877
1,750 Added 20.27%
10,383 $1.01 Million
Q2 2021

Aug 12, 2021

SELL
$96.28 - $103.74 $35,912 - $38,695
-373 Reduced 4.14%
8,633 $852,000
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $405,525 - $462,334
4,738 Added 111.01%
9,006 $869,000
Q4 2020

Jan 29, 2021

SELL
$89.04 - $97.31 $244,236 - $266,921
-2,743 Reduced 39.12%
4,268 $391,000
Q3 2020

Nov 03, 2020

BUY
$79.21 - $88.56 $164,043 - $183,407
2,071 Added 41.92%
7,011 $621,000
Q2 2020

Aug 14, 2020

BUY
$76.02 - $91.91 $57,927 - $70,035
762 Added 18.24%
4,940 $395,000
Q1 2020

May 08, 2020

BUY
$64.15 - $102.43 $54,270 - $86,655
846 Added 25.39%
4,178 $338,000
Q4 2019

Jan 30, 2020

SELL
$86.66 - $97.17 $27,731 - $31,094
-320 Reduced 8.76%
3,332 $304,000
Q3 2019

Nov 14, 2019

SELL
$86.49 - $96.28 $45,234 - $50,354
-523 Reduced 12.53%
3,652 $350,000
Q1 2019

May 15, 2019

BUY
$83.66 - $91.53 $68,517 - $74,963
819 Added 24.4%
4,175 $376,000
Q4 2018

Feb 13, 2019

BUY
$79.19 - $90.9 $265,761 - $305,060
3,356 New
3,356 $295,000

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 $76.9B
  • 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 Apollon Wealth Management, LLC Portfolio

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

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.