Curi Wealth Management, LLC Duke Energy Corp Transaction History

Curi Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$85.44 - $98.31 $20,334 - $23,397	-238 Reduced 1.53%	15,293 $1.48 Million
Q3 2023 Nov 06, 2023	SELL	$86.65 - $95.56 $45,491 - $50,169	-525 Reduced 3.27%	15,531 $1.37 Million
Q2 2023 Jul 31, 2023	SELL	$88.01 - $99.74 $43,652 - $49,471	-496 Reduced 3.0%	16,056 $1.44 Million
Q1 2023 May 03, 2023	SELL	$91.55 - $105.65 $290,396 - $335,121	-3,172 Reduced 16.08%	16,552 $1.6 Million
Q4 2022 Feb 03, 2023	BUY	$86.82 - $103.84 $217,397 - $260,015	2,504 Added 14.54%	19,724 $2.03 Million
Q3 2022 Nov 08, 2022	BUY	$24.9 - $110.88 $299,497 - $1.33 Million	12,028 Added 231.66%	17,220 $1.6 Million
Q2 2022 Aug 08, 2022	BUY	$97.82 - $115.43 $15,455 - $18,237	158 Added 3.14%	5,192 $557,000
Q1 2022 May 06, 2022	BUY	$97.04 - $111.66 $776 - $893	8 Added 0.16%	5,034 $562,000
Q4 2021 Feb 09, 2022	BUY	$96.62 - $104.9 $1,062 - $1,153	11 Added 0.22%	5,026 $527,000
Q3 2021 Oct 19, 2021	BUY	$97.05 - $107.93 $873 - $971	9 Added 0.18%	5,015 $489,000
Q2 2021 Jul 23, 2021	BUY	$96.28 - $103.74 $770 - $829	8 Added 0.16%	5,006 $494,000
Q1 2021 Apr 29, 2021	SELL	$85.59 - $97.58 $170,409 - $194,281	-1,991 Reduced 28.49%	4,998 $482,000
Q4 2020 Mar 19, 2021	BUY	$89.04 - $97.31 $622,300 - $680,099	6,989 New	6,989 $639,000

2,283

511M

4.91M

3.9M

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...

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