Doyle Wealth Management Duke Energy Corp Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Doyle Wealth Management holds 9,089 shares of DUK stock, worth $979,975. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,089

Previous 8,841 2.81%

Holding current value

$979,975

Previous $948,000 10.86%

% of portfolio

0.07%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	BUY	$24.9 - $110.88 $6,175 - $27,498	248 Added 2.81%	9,089 $845,000
Q2 2022 Aug 10, 2022	SELL	$97.82 - $115.43 $12,912 - $15,236	-132 Reduced 1.47%	8,841 $948,000
Q1 2022 May 13, 2022	BUY	$97.04 - $111.66 $7,375 - $8,486	76 Added 0.85%	8,973 $1 Million
Q4 2021 Feb 11, 2022	SELL	$96.62 - $104.9 $101,837 - $110,564	-1,054 Reduced 10.59%	8,897 $933,000
Q3 2021 Nov 12, 2021	BUY	$97.05 - $107.93 $49,592 - $55,152	511 Added 5.41%	9,951 $971,000
Q2 2021 Aug 03, 2021	SELL	$96.28 - $103.74 $2,407 - $2,593	-25 Reduced 0.26%	9,440 $932,000
Q1 2021 May 07, 2021	SELL	$85.59 - $97.58 $8,559 - $9,758	-100 Reduced 1.05%	9,465 $914,000
Q4 2020 Feb 04, 2021	SELL	$89.04 - $97.31 $4,541 - $4,962	-51 Reduced 0.53%	9,565 $876,000
Q3 2020 Nov 13, 2020	SELL	$79.21 - $88.56 $22,258 - $24,885	-281 Reduced 2.84%	9,616 $852,000
Q2 2020 Aug 06, 2020	SELL	$76.02 - $91.91 $12,315 - $14,889	-162 Reduced 1.61%	9,897 $791,000
Q1 2020 Apr 29, 2020	BUY	$64.15 - $102.43 $31,818 - $50,805	496 Added 5.19%	10,059 $814,000
Q4 2019 Feb 11, 2020	SELL	$86.66 - $97.17 $24,438 - $27,401	-282 Reduced 2.86%	9,563 $872,000
Q3 2019 Nov 05, 2019	BUY	$86.49 - $96.28 $16,692 - $18,582	193 Added 2.0%	9,845 $944,000
Q2 2019 Aug 15, 2019	BUY	$85.53 - $91.12 $2,908 - $3,098	34 Added 0.35%	9,652 $852,000
Q1 2019 May 13, 2019	SELL	$83.66 - $91.53 $69,605 - $76,152	-832 Reduced 7.96%	9,618 $846,000
Q4 2018 Feb 08, 2019	BUY	$79.19 - $90.9 $231,313 - $265,518	2,921 Added 38.8%	10,450 $902,000
Q3 2018 Nov 08, 2018	SELL	$78.09 - $83.47 $50,680 - $54,172	-649 Reduced 7.94%	7,529 $602,000
Q2 2018 Aug 08, 2018	SELL	$72.12 - $80.5 $38,728 - $43,228	-537 Reduced 6.16%	8,178 $647,000
Q1 2018 May 11, 2018	SELL	$74.32 - $83.23 $69,637 - $77,986	-937 Reduced 9.71%	8,715 $675,000
Q4 2017 Feb 07, 2018	BUY	$83.6 - $91.09 $92,378 - $100,654	1,105 Added 12.93%	9,652 $812,000
Q3 2017 Oct 25, 2017	BUY	$83.92 - $88.34 $717,264 - $755,041	8,547	8,547 $717,000

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83B
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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Doyle Wealth Management Duke Energy Corp Transaction History