A detailed history of Cyndeo Wealth Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,337 shares of DUK stock, worth $598,651. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,337
Previous 3,535 50.98%
Holding current value
$598,651
Previous $354,000 73.73%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 18, 2024

BUY
$99.35 - $117.71 $179,028 - $212,113
1,802 Added 50.98%
5,337 $615,000
Q2 2024

Jul 30, 2024

SELL
$92.87 - $104.6 $1,021 - $1,150
-11 Reduced 0.31%
3,535 $354,000
Q1 2024

Apr 16, 2024

BUY
$90.65 - $99.39 $18,401 - $20,176
203 Added 6.07%
3,546 $342,000
Q4 2023

Jan 12, 2024

BUY
$85.44 - $98.31 $256 - $294
3 Added 0.09%
3,343 $324,000
Q3 2023

Oct 10, 2023

BUY
$86.65 - $95.56 $67,067 - $73,963
774 Added 30.16%
3,340 $294,000
Q2 2023

Jul 27, 2023

SELL
$88.01 - $99.74 $9,769 - $11,071
-111 Reduced 4.15%
2,566 $230,000
Q1 2023

Apr 21, 2023

SELL
$91.55 - $105.65 $121,944 - $140,725
-1,332 Reduced 33.23%
2,677 $258,000
Q4 2022

Jan 25, 2023

BUY
$86.82 - $103.84 $348,061 - $416,294
4,009 New
4,009 $0

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
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