A detailed history of Beverly Hills Private Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,580 shares of DUK stock, worth $492,533. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,580
Previous 4,913 6.78%
Holding current value
$492,533
Previous $477 Million 7.09%
% of portfolio
0.1%
Previous 0.12%

Shares

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

May 08, 2024

SELL
$90.65 - $99.39 $30,186 - $33,096
-333 Reduced 6.78%
4,580 $443 Million
Q4 2023

Jan 29, 2024

SELL
$85.44 - $98.31 $48,444 - $55,741
-567 Reduced 10.35%
4,913 $477 Million
Q3 2023

Nov 08, 2023

SELL
$86.65 - $95.56 $475,101 - $523,955
-5,483 Reduced 50.01%
5,480 $484 Million
Q2 2023

Aug 09, 2023

BUY
$88.01 - $99.74 $535,980 - $607,416
6,090 Added 124.97%
10,963 $981 Million
Q1 2023

May 03, 2023

BUY
$91.55 - $105.65 $48,521 - $55,994
530 Added 12.2%
4,873 $470 Million
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $377,059 - $450,977
4,343 New
4,343 $447 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 $82.8B
  • 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
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.