Cfm Wealth Partners LLC Duke Energy Corp Transaction History

Cfm Wealth Partners LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	BUY	$91.55 - $105.65 $190,332 - $219,646	2,079 New	2,079 $200,000
Q4 2022 Jan 19, 2023	SELL	$86.82 - $103.84 $9,463 - $11,318	-109 Reduced 4.98%	2,079 $214 Million
Q2 2022 Jul 12, 2022	SELL	$97.82 - $115.43 $9,782 - $11,543	-100 Reduced 4.37%	2,188 $235,000
Q1 2021 May 17, 2021	BUY	$85.59 - $97.58 $2,054 - $2,341	24 Added 1.06%	2,288 $221,000
Q4 2020 Feb 10, 2021	BUY	$89.04 - $97.31 $201,586 - $220,309	2,264 New	2,264 $207,000
Q3 2020 Nov 10, 2020	SELL	$79.21 - $88.56 $167,766 - $187,570	-2,118 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$76.02 - $91.91 $6,841 - $8,271	90 Added 4.44%	2,118 $169,000
Q1 2020 May 12, 2020	BUY	$64.15 - $102.43 $18,795 - $30,011	293 Added 16.89%	2,028 $164,000
Q4 2019 Jan 30, 2020	BUY	$86.66 - $97.17 $150,355 - $168,589	1,735 New	1,735 $162,000

2,283

511M

4.91M

3.9M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $86.4B
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...

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