A detailed history of Creative One Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,739 shares of DUK stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,739
Previous 6,247 55.9%
Holding current value
$1.09 Million
Previous $627,000 78.95%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 13, 2024

BUY
$99.35 - $117.71 $346,930 - $411,043
3,492 Added 55.9%
9,739 $1.12 Million
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $292,076 - $328,967
-3,145 Reduced 33.49%
6,247 $627,000
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $192,178 - $210,706
2,120 Added 29.15%
9,392 $908,000
Q4 2023

Feb 09, 2024

SELL
$85.44 - $98.31 $66,728 - $76,780
-781 Reduced 9.7%
7,272 $705,000
Q3 2023

Oct 17, 2023

SELL
$86.65 - $95.56 $655,420 - $722,815
-7,564 Reduced 48.43%
8,053 $710,000
Q2 2023

Aug 16, 2023

BUY
$88.01 - $99.74 $312,171 - $353,777
3,547 Added 29.39%
15,617 $1.4 Million
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $148,208 - $167,962
-1,684 Reduced 12.24%
12,070 $1.13 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $161,494 - $186,366
1,764 Added 14.71%
13,754 $1.33 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $152,195 - $182,031
1,753 Added 17.12%
11,990 $1.23 Million
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $26,692 - $118,863
1,072 Added 11.7%
10,237 $952,000
Q2 2022

Aug 12, 2022

SELL
$97.82 - $115.43 $48,714 - $57,484
-498 Reduced 5.15%
9,165 $982,000
Q1 2022

May 13, 2022

BUY
$97.04 - $111.66 $93,352 - $107,416
962 Added 11.06%
9,663 $1.08 Million
Q4 2021

Feb 15, 2022

SELL
$96.62 - $104.9 $17,391 - $18,882
-180 Reduced 2.03%
8,701 $913,000
Q3 2021

Nov 16, 2021

BUY
$97.05 - $107.93 $284,647 - $316,558
2,933 Added 49.31%
8,881 $867,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $216,341 - $233,103
2,247 Added 60.71%
5,948 $587,000
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $316,768 - $361,143
3,701 New
3,701 $358,000

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 $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...
More about DUK
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.