A detailed history of Compass Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Compass Wealth Management LLC holds 290 shares of DUK stock, worth $33,074. This represents 0.01% of its overall portfolio holdings.

Number of Shares
290
Previous 290 -0.0%
Holding current value
$33,074
Previous $28 Million 3.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 05, 2024

SELL
$90.65 - $99.39 $9,971 - $10,932
-110 Reduced 27.5%
290 $28 Million
Q4 2022

Feb 17, 2023

BUY
$86.82 - $103.84 $34,728 - $41,536
400 New
400 $41.2 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 $87.8B
  • 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
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