A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Duke Energy Corp stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 2,256 shares of DUK stock, worth $244,279. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,256
Previous 2,381 5.25%
Holding current value
$244,279
Previous $238,000 9.24%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 21, 2024

SELL
$99.35 - $117.71 $12,418 - $14,713
-125 Reduced 5.25%
2,256 $260,000
Q2 2024

Jul 22, 2024

SELL
$92.87 - $104.6 $25,817 - $29,078
-278 Reduced 10.46%
2,381 $238,000
Q1 2024

May 07, 2024

SELL
$90.65 - $99.39 $50,673 - $55,559
-559 Reduced 17.37%
2,659 $257,000
Q4 2023

Feb 08, 2024

SELL
$85.44 - $98.31 $17,600 - $20,251
-206 Reduced 6.02%
3,218 $312,000
Q3 2023

Nov 09, 2023

SELL
$86.65 - $95.56 $2,426 - $2,675
-28 Reduced 0.81%
3,424 $302,000
Q2 2023

Aug 01, 2023

SELL
$88.01 - $99.74 $264 - $299
-3 Reduced 0.09%
3,452 $309,000
Q1 2023

Apr 26, 2023

BUY
$91.55 - $105.65 $1,647 - $1,901
18 Added 0.52%
3,455 $333,000
Q4 2022

Feb 06, 2023

SELL
$86.82 - $103.84 $520 - $623
-6 Reduced 0.17%
3,437 $354,000
Q3 2022

Nov 09, 2022

SELL
$24.9 - $110.88 $1,718 - $7,650
-69 Reduced 1.96%
3,443 $320,000
Q2 2022

Aug 02, 2022

BUY
$97.82 - $115.43 $2,641 - $3,116
27 Added 0.77%
3,512 $377,000
Q1 2022

May 05, 2022

SELL
$97.04 - $111.66 $97 - $111
-1 Reduced 0.03%
3,485 $389,000
Q4 2021

Feb 10, 2022

BUY
$96.62 - $104.9 $336,817 - $365,681
3,486 New
3,486 $366,000

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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