A detailed history of Congress Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,430 shares of DUK stock, worth $715,723. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,430
Previous 5,669 13.42%
Holding current value
$715,723
Previous $568,000 30.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $75,605 - $89,577
761 Added 13.42%
6,430 $741,000
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $526,480 - $592,977
5,669 New
5,669 $568,000
Q4 2023

Feb 09, 2024

BUY
$85.44 - $98.31 $229,406 - $263,962
2,685 New
2,685 $260,000

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 $85.7B
  • 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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