A detailed history of Bcgm Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 5,770 shares of DUK stock, worth $624,775. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,770
Previous 5,760 0.17%
Holding current value
$624,775
Previous $577,000 15.25%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Nov 06, 2024

BUY
$99.35 - $117.71 $993 - $1,177
10 Added 0.17%
5,770 $665,000
Q2 2024

Jul 30, 2024

BUY
$92.87 - $104.6 $1,114 - $1,255
12 Added 0.21%
5,760 $577,000
Q1 2024

May 07, 2024

BUY
$90.65 - $99.39 $44,055 - $48,303
486 Added 9.24%
5,748 $555,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $1,025 - $1,179
12 Added 0.23%
5,262 $510,000
Q2 2023

Aug 07, 2023

BUY
$88.01 - $99.74 $63,983 - $72,510
727 Added 16.07%
5,250 $471,000
Q1 2023

May 02, 2023

SELL
$91.55 - $105.65 $64,268 - $74,166
-702 Reduced 13.44%
4,523 $436,000
Q4 2022

Feb 07, 2023

SELL
$86.82 - $103.84 $44,625 - $53,373
-514 Reduced 8.96%
5,225 $538,000
Q3 2022

Nov 03, 2022

BUY
$24.9 - $110.88 $1,568 - $6,985
63 Added 1.11%
5,739 $533,000
Q2 2022

Aug 01, 2022

SELL
$97.82 - $115.43 $28,661 - $33,820
-293 Reduced 4.91%
5,676 $624,000
Q1 2022

May 02, 2022

BUY
$97.04 - $111.66 $30,470 - $35,061
314 Added 5.55%
5,969 $666,000
Q4 2021

Feb 01, 2022

BUY
$96.62 - $104.9 $265,028 - $287,740
2,743 Added 94.2%
5,655 $593,000
Q3 2021

Nov 01, 2021

BUY
$97.05 - $107.93 $46,875 - $52,130
483 Added 19.88%
2,912 $297,000
Q2 2021

Aug 02, 2021

BUY
$96.28 - $103.74 $962 - $1,037
10 Added 0.41%
2,429 $255,000
Q1 2021

Apr 21, 2021

SELL
$85.59 - $97.58 $6,162 - $7,025
-72 Reduced 2.89%
2,419 $245,000
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $221,798 - $242,399
2,491 New
2,491 $224,000

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 $83.4B
  • 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...
More about DUK
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