A detailed history of Axxcess Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 29,212 shares of DUK stock, worth $3.15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
29,212
Previous 29,510 1.01%
Holding current value
$3.15 Million
Previous $2.96 Million 13.9%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$99.35 - $117.71 $29,606 - $35,077
-298 Reduced 1.01%
29,212 $3.37 Million
Q2 2024

Aug 09, 2024

BUY
$92.87 - $104.6 $206,450 - $232,525
2,223 Added 8.15%
29,510 $2.96 Million
Q1 2024

May 14, 2024

SELL
$90.65 - $99.39 $65,268 - $71,560
-720 Reduced 2.57%
27,287 $2.64 Million
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $1 Million - $1.15 Million
11,715 Added 71.91%
28,007 $2.72 Million
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $476,748 - $525,771
5,502 Added 50.99%
16,292 $1.44 Million
Q2 2023

Aug 08, 2023

BUY
$88.01 - $99.74 $172,323 - $195,290
1,958 Added 22.17%
10,790 $968,000
Q1 2023

May 03, 2023

SELL
$91.55 - $105.65 $3,570 - $4,120
-39 Reduced 0.44%
8,832 $852,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $74,491 - $89,094
-858 Reduced 8.82%
8,871 $913,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $67,977 - $302,702
-2,730 Reduced 21.91%
9,729 $905,000
Q2 2022

Aug 11, 2022

BUY
$97.82 - $115.43 $5,282 - $6,233
54 Added 0.44%
12,459 $1.34 Million
Q1 2022

Aug 11, 2022

SELL
$97.04 - $111.66 $56,380 - $64,874
-581 Reduced 4.47%
12,405 $1.39 Million
Q4 2021

Aug 11, 2022

BUY
$96.62 - $104.9 $1.25 Million - $1.36 Million
12,986 New
12,986 $1.36 Million

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 $83.1B
  • 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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