A detailed history of Elmwood Wealth Management, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 2,711 shares of DUK stock, worth $287,013. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,711
Previous 2,818 3.8%
Holding current value
$287,013
Previous $282,000 10.64%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 11, 2024

SELL
$99.35 - $117.71 $10,630 - $12,594
-107 Reduced 3.8%
2,711 $312,000
Q2 2024

Aug 13, 2024

SELL
$92.87 - $104.6 $2,321 - $2,615
-25 Reduced 0.88%
2,818 $282,000
Q1 2024

May 10, 2024

BUY
$90.65 - $99.39 $36,985 - $40,551
408 Added 16.76%
2,843 $274,000
Q4 2023

Jan 30, 2024

SELL
$85.44 - $98.31 $34,944 - $40,208
-409 Reduced 14.38%
2,435 $236,000
Q3 2023

Nov 15, 2023

BUY
$86.65 - $95.56 $86 - $95
1 Added 0.04%
2,844 $251,000
Q1 2023

Apr 28, 2023

SELL
$91.55 - $105.65 $29,112 - $33,596
-318 Reduced 10.06%
2,843 $274,000
Q4 2022

Jan 25, 2023

SELL
$86.82 - $103.84 $233,285 - $279,018
-2,687 Reduced 45.95%
3,161 $0
Q2 2022

Jul 12, 2022

SELL
$97.82 - $115.43 $9,782 - $11,543
-100 Reduced 1.68%
5,848 $627,000
Q1 2022

May 16, 2022

SELL
$97.04 - $111.66 $970 - $1,116
-10 Reduced 0.17%
5,948 $664,000
Q4 2021

Feb 08, 2022

BUY
$96.62 - $104.9 $99,035 - $107,522
1,025 Added 20.78%
5,958 $625,000
Q1 2021

May 13, 2021

SELL
$85.59 - $97.58 $241,791 - $275,663
-2,825 Reduced 36.41%
4,933 $476,000
Q2 2020

Aug 13, 2020

BUY
$76.02 - $91.91 $589,763 - $713,037
7,758 New
7,758 $620,000
Q4 2019

Feb 05, 2020

SELL
$86.66 - $97.17 $20,105 - $22,543
-232 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
$85.53 - $91.12 $19,842 - $21,139
232 New
232 $20,000

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 $81.5B
  • 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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