Baker Tilly Wealth Management, LLC Duke Energy Corp Transaction History

Baker Tilly Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$92.87 - $104.6 $1.14 Million - $1.28 Million	-12,281 Reduced 82.01%	2,694 $270,000
Q1 2024 May 09, 2024	BUY	$90.65 - $99.39 $198,976 - $218,161	2,195 Added 17.18%	14,975 $1.45 Million
Q4 2023 Jan 10, 2024	SELL	$85.44 - $98.31 $49,213 - $56,626	-576 Reduced 4.31%	12,780 $1.24 Million
Q3 2023 Oct 10, 2023	SELL	$86.65 - $95.56 $90,809 - $100,146	-1,048 Reduced 7.28%	13,356 $1.18 Million
Q2 2023 Jul 20, 2023	BUY	$88.01 - $99.74 $150,057 - $170,056	1,705 Added 13.43%	14,404 $1.29 Million
Q1 2023 Apr 12, 2023	BUY	$91.55 - $105.65 $146,388 - $168,934	1,599 Added 14.41%	12,699 $1.23 Million
Q4 2022 Jan 26, 2023	SELL	$86.82 - $103.84 $102,013 - $122,012	-1,175 Reduced 9.57%	11,100 $0
Q3 2022 Oct 20, 2022	BUY	$24.9 - $110.88 $17,878 - $79,611	718 Added 6.21%	12,275 $1.14 Million
Q2 2022 Jul 28, 2022	SELL	$97.82 - $115.43 $90,385 - $106,657	-924 Reduced 7.4%	11,557 $1.24 Million
Q1 2022 Apr 27, 2022	SELL	$97.04 - $111.66 $14,847 - $17,083	-153 Reduced 1.21%	12,481 $1.39 Million
Q4 2021 Feb 08, 2022	BUY	$96.62 - $104.9 $239,520 - $260,047	2,479 Added 24.41%	12,634 $1.33 Million
Q3 2021 Nov 02, 2021	BUY	$97.05 - $107.93 $159,841 - $177,760	1,647 Added 19.36%	10,155 $991,000
Q2 2021 Jul 30, 2021	SELL	$96.28 - $103.74 $12,035 - $12,967	-125 Reduced 1.45%	8,508 $840,000
Q1 2021 Apr 28, 2021	BUY	$85.59 - $97.58 $131,466 - $149,882	1,536 Added 21.64%	8,633 $833,000
Q4 2020 Feb 03, 2021	BUY	$89.04 - $97.31 $631,916 - $690,609	7,097 New	7,097 $650,000

2,283

511M

4.91M

3.9M

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...

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