A detailed history of Birchcreek Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 3,635 shares of DUK stock, worth $416,934. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,635
Previous 4,163 12.68%
Holding current value
$416,934
Previous $417,000 0.48%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Nov 06, 2024

SELL
$99.35 - $117.71 $52,456 - $62,150
-528 Reduced 12.68%
3,635 $419,000
Q1 2024

Apr 29, 2024

SELL
$90.65 - $99.39 $35,444 - $38,861
-391 Reduced 8.59%
4,163 $402,000
Q4 2023

Feb 05, 2024

SELL
$85.44 - $98.31 $22,897 - $26,347
-268 Reduced 5.56%
4,554 $441,000
Q3 2023

Oct 23, 2023

BUY
$86.65 - $95.56 $26,514 - $29,241
306 Added 6.78%
4,822 $425,000
Q2 2023

Jul 20, 2023

BUY
$88.01 - $99.74 $75,072 - $85,078
853 Added 23.29%
4,516 $405,000
Q1 2023

May 01, 2023

BUY
$91.55 - $105.65 $2,288 - $2,641
25 Added 0.69%
3,663 $353,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $18,749 - $83,492
753 Added 26.1%
3,638 $338,000
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $87,558 - $99,824
1,023 Added 54.94%
2,885 $278,000
Q4 2020

Jan 28, 2021

BUY
$89.04 - $97.31 $165,792 - $181,191
1,862 New
1,862 $170,000

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 $88.3B
  • 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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