A detailed history of Confluence Wealth Services, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 16,329 shares of DUK stock, worth $1.77 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,329
Previous 15,381 6.16%
Holding current value
$1.77 Million
Previous $1.54 Million 22.13%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 29, 2024

BUY
$99.35 - $117.71 $94,183 - $111,589
948 Added 6.16%
16,329 $1.88 Million
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $459,427 - $517,456
4,947 Added 47.41%
15,381 $1.54 Million
Q1 2024

Apr 22, 2024

SELL
$90.65 - $99.39 $17,404 - $19,082
-192 Reduced 1.81%
10,434 $1.01 Million
Q4 2023

Jan 25, 2024

BUY
$85.44 - $98.31 $12,388 - $14,254
145 Added 1.38%
10,626 $1.03 Million
Q3 2023

Nov 01, 2023

BUY
$86.65 - $95.56 $75,818 - $83,615
875 Added 9.11%
10,481 $925,000
Q2 2023

Aug 01, 2023

BUY
$88.01 - $99.74 $2,024 - $2,294
23 Added 0.24%
9,606 $862,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $30,028 - $34,653
328 Added 3.54%
9,583 $924,000
Q4 2022

Feb 10, 2023

BUY
$86.82 - $103.84 $16,843 - $20,144
194 Added 2.14%
9,255 $952,000
Q3 2022

Nov 08, 2022

SELL
$24.9 - $110.88 $87,399 - $389,188
-3,510 Reduced 27.92%
9,061 $842,000
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $24,944 - $29,434
255 Added 2.07%
12,571 $1.36 Million
Q1 2022

Apr 26, 2022

SELL
$97.04 - $111.66 $46,773 - $53,820
-482 Reduced 3.77%
12,316 $1.38 Million
Q4 2021

Feb 10, 2022

BUY
$96.62 - $104.9 $1.24 Million - $1.34 Million
12,798 New
12,798 $1.34 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 $83.6B
  • 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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