A detailed history of Epg Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Epg Wealth Management LLC holds 8,419 shares of DUK stock, worth $944,359. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,419
Previous 0 Infinity%
Holding current value
$944,359
Previous $0 Infinity%
% of portfolio
0.24%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$99.35 - $117.71 $836,427 - $991,000
8,419 New
8,419 $971 Million
Q2 2024

Aug 13, 2024

SELL
$92.87 - $104.6 $923,592 - $1.04 Million
-9,945 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $63,998 - $70,169
706 Added 7.64%
9,945 $961,000
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $15,977 - $18,383
187 Added 2.07%
9,239 $896,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $44,278 - $48,831
511 Added 5.98%
9,052 $798,000
Q2 2023

Aug 15, 2023

BUY
$88.01 - $99.74 $13,377 - $15,160
152 Added 1.81%
8,541 $766,000
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $138,423 - $159,742
1,512 Added 21.99%
8,389 $809,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $9,116 - $10,903
-105 Reduced 1.5%
6,877 $708,000
Q3 2022

Nov 15, 2022

BUY
$24.9 - $110.88 $8,739 - $38,918
351 Added 5.29%
6,982 $650,000
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $31,008 - $36,591
-317 Reduced 4.56%
6,631 $711,000
Q1 2022

May 10, 2022

BUY
$97.04 - $111.66 $51,334 - $59,068
529 Added 8.24%
6,948 $776,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $6,860 - $7,447
71 Added 1.12%
6,419 $673,000
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $88,121 - $98,000
908 Added 16.69%
6,348 $619,000
Q2 2021

Aug 09, 2021

BUY
$96.28 - $103.74 $30,231 - $32,574
314 Added 6.13%
5,440 $537,000
Q1 2021

May 10, 2021

BUY
$85.59 - $97.58 $2,910 - $3,317
34 Added 0.67%
5,126 $495,000
Q4 2020

Jan 29, 2021

SELL
$89.04 - $97.31 $42,026 - $45,930
-472 Reduced 8.48%
5,092 $466,000
Q3 2020

Nov 02, 2020

SELL
$79.21 - $88.56 $82,061 - $91,748
-1,036 Reduced 15.7%
5,564 $493,000
Q2 2020

Aug 06, 2020

BUY
$76.02 - $91.91 $18,928 - $22,885
249 Added 3.92%
6,600 $527,000
Q1 2020

May 05, 2020

BUY
$64.15 - $102.43 $300,606 - $479,986
4,686 Added 281.44%
6,351 $514,000
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $144,288 - $161,788
1,665 New
1,665 $152,000

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 $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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