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 2,843 shares of DUK stock, worth $283,759. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,843
Previous 2,435 16.76%
Holding current value
$283,759
Previous $236,000 16.1%
% of portfolio
0.13%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $76.9B
  • 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 Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. 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 Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.