A detailed history of Colonial River Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,643 shares of DUK stock, worth $282,298. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,643
Previous 2,740 3.54%
Holding current value
$282,298
Previous $274,000 10.95%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 04, 2024

SELL
$99.35 - $117.71 $9,636 - $11,417
-97 Reduced 3.54%
2,643 $304,000
Q2 2024

Jul 19, 2024

SELL
$92.87 - $104.6 $131,596 - $148,218
-1,417 Reduced 34.09%
2,740 $274,000
Q1 2024

May 10, 2024

SELL
$90.65 - $99.39 $70,797 - $77,623
-781 Reduced 15.82%
4,157 $402,000
Q4 2023

Jan 23, 2024

BUY
$85.44 - $98.31 $76,639 - $88,184
897 Added 22.2%
4,938 $479,000
Q3 2023

Nov 03, 2023

SELL
$86.65 - $95.56 $159,955 - $176,403
-1,846 Reduced 31.36%
4,041 $356,000
Q2 2023

Aug 08, 2023

SELL
$88.01 - $99.74 $28,603 - $32,415
-325 Reduced 5.23%
5,887 $528,000
Q1 2023

May 04, 2023

BUY
$91.55 - $105.65 $12,908 - $14,896
141 Added 2.32%
6,212 $599,000
Q4 2022

Feb 10, 2023

SELL
$86.82 - $103.84 $12,849 - $15,368
-148 Reduced 2.38%
6,071 $625,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $1,020 - $4,546
41 Added 0.66%
6,219 $578,000
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $24,552 - $28,972
-251 Reduced 3.9%
6,178 $662,000
Q1 2022

Apr 15, 2022

SELL
$97.04 - $111.66 $40,756 - $46,897
-420 Reduced 6.13%
6,429 $718,000
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $661,750 - $718,460
6,849 New
6,849 $718,000
Q3 2021

Oct 25, 2021

SELL
$97.05 - $107.93 $531,736 - $591,348
-5,479 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$96.28 - $103.74 $9,724 - $10,477
-101 Reduced 1.81%
5,479 $541,000
Q1 2021

May 17, 2021

SELL
$85.59 - $97.58 $12,752 - $14,539
-149 Reduced 2.6%
5,580 $539,000
Q4 2020

Feb 19, 2021

BUY
$89.04 - $97.31 $510,110 - $557,488
5,729 New
5,729 $534,000

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 $82.2B
  • 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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