A detailed history of Baystate Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,874 shares of DUK stock, worth $211,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,874
Previous 1,807 3.71%
Holding current value
$211,162
Previous $159,000 13.84%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$85.44 - $98.31 $5,724 - $6,586
67 Added 3.71%
1,874 $181,000
Q3 2023

Oct 25, 2023

BUY
$86.65 - $95.56 $30,500 - $33,637
352 Added 24.19%
1,807 $159,000
Q2 2023

Sep 21, 2023

SELL
$88.01 - $99.74 $203,391 - $230,499
-2,311 Reduced 61.36%
1,455 $130,000
Q2 2023

Aug 02, 2023

BUY
$88.01 - $99.74 $205,327 - $232,693
2,333 Added 162.81%
3,766 $337,000
Q1 2023

Apr 25, 2023

BUY
$91.55 - $105.65 $26,549 - $30,638
290 Added 25.37%
1,433 $138,000
Q2 2022

Aug 02, 2022

BUY
$97.82 - $115.43 $97 - $115
1 Added 0.09%
1,143 $123,000
Q1 2022

Apr 19, 2022

SELL
$97.04 - $111.66 $10,092 - $11,612
-104 Reduced 8.35%
1,142 $128,000
Q3 2021

Nov 05, 2021

BUY
$97.05 - $107.93 $97 - $107
1 Added 0.08%
1,246 $122,000
Q3 2020

Oct 14, 2020

BUY
$79.21 - $88.56 $79 - $88
1 Added 0.08%
1,245 $110,000
Q4 2019

Jan 21, 2020

SELL
$86.66 - $97.17 $79,293 - $88,910
-915 Reduced 42.38%
1,244 $113,000
Q3 2019

Oct 30, 2019

BUY
$86.49 - $96.28 $73,516 - $81,838
850 Added 64.94%
2,159 $207,000
Q2 2019

Jul 02, 2019

BUY
$85.53 - $91.12 $5,730 - $6,105
67 Added 5.39%
1,309 $115,000
Q1 2019

Apr 25, 2019

SELL
$83.66 - $91.53 $1,254 - $1,372
-15 Reduced 1.19%
1,242 $111,000
Q4 2018

Jan 24, 2019

BUY
$79.19 - $90.9 $79 - $90
1 Added 0.08%
1,257 $108,000
Q3 2018

Oct 16, 2018

BUY
$78.09 - $83.47 $1,015 - $1,085
13 Added 1.05%
1,256 $103,000
Q2 2018

Jul 17, 2018

BUY
$72.12 - $80.5 $1,081 - $1,207
15 Added 1.22%
1,243 $100,000
Q3 2017

Oct 10, 2017

BUY
$83.92 - $88.34 $103,053 - $108,481
1,228
1,228 $104,000

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 $86.8B
  • 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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