Evercore Wealth Management, LLC Duke Energy Corp Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 25,567 shares of DUK stock, worth $2.87 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,567

Previous 27,017 5.37%

Holding current value

$2.87 Million

Previous $2.71 Million 8.87%

% of portfolio

0.04%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$99.35 - $117.71 $144,057 - $170,679	-1,450 Reduced 5.37%	25,567 $2.95 Million
Q2 2024 Aug 14, 2024	SELL	$92.87 - $104.6 $134,011 - $150,937	-1,443 Reduced 5.07%	27,017 $2.71 Million
Q1 2024 May 15, 2024	SELL	$90.65 - $99.39 $285,910 - $313,476	-3,154 Reduced 9.98%	28,460 $2.75 Million
Q4 2023 Feb 14, 2024	SELL	$85.44 - $98.31 $196,512 - $226,113	-2,300 Reduced 6.78%	31,614 $3.07 Million
Q3 2023 Nov 14, 2023	BUY	$86.65 - $95.56 $48,004 - $52,940	554 Added 1.66%	33,914 $2.99 Million
Q2 2023 Aug 04, 2023	BUY	$88.01 - $99.74 $109,396 - $123,976	1,243 Added 3.87%	33,360 $2.99 Million
Q1 2023 May 15, 2023	BUY	$91.55 - $105.65 $405,474 - $467,923	4,429 Added 16.0%	32,117 $3.1 Million
Q4 2022 Feb 14, 2023	SELL	$86.82 - $103.84 $82,999 - $99,271	-956 Reduced 3.34%	27,688 $2.85 Million
Q3 2022 Nov 14, 2022	SELL	$24.9 - $110.88 $17,430 - $77,616	-700 Reduced 2.39%	28,644 $2.66 Million
Q2 2022 Aug 15, 2022	BUY	$97.82 - $115.43 $782 - $923	8 Added 0.03%	29,344 $3.15 Million
Q1 2022 May 16, 2022	SELL	$97.04 - $111.66 $33,478 - $38,522	-345 Reduced 1.16%	29,336 $3.28 Million
Q4 2021 Feb 14, 2022	SELL	$96.62 - $104.9 $48,793 - $52,974	-505 Reduced 1.67%	29,681 $3.11 Million
Q3 2021 Nov 15, 2021	BUY	$97.05 - $107.93 $45,807 - $50,942	472 Added 1.59%	30,186 $2.95 Million
Q2 2021 Aug 16, 2021	SELL	$96.28 - $103.74 $253,601 - $273,251	-2,634 Reduced 8.14%	29,714 $2.93 Million
Q1 2021 May 17, 2021	SELL	$85.59 - $97.58 $190,523 - $217,213	-2,226 Reduced 6.44%	32,348 $3.12 Million
Q4 2020 Feb 16, 2021	BUY	$89.04 - $97.31 $261,866 - $286,188	2,941 Added 9.3%	34,574 $3.17 Million
Q3 2020 Nov 16, 2020	SELL	$79.21 - $88.56 $75,487 - $84,397	-953 Reduced 2.92%	31,633 $2.8 Million
Q2 2020 Aug 13, 2020	BUY	$76.02 - $91.91 $836 - $1,011	11 Added 0.03%	32,586 $2.6 Million
Q1 2020 May 14, 2020	SELL	$64.15 - $102.43 $55,489 - $88,601	-865 Reduced 2.59%	32,575 $2.63 Million
Q4 2019 Feb 13, 2020	SELL	$86.66 - $97.17 $257,206 - $288,400	-2,968 Reduced 8.15%	33,440 $3.05 Million
Q3 2019 Nov 14, 2019	BUY	$86.49 - $96.28 $188,980 - $210,371	2,185 Added 6.38%	36,408 $3.49 Million
Q2 2019 Aug 13, 2019	SELL	$85.53 - $91.12 $2.29 Million - $2.44 Million	-26,740 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$83.66 - $91.53 $246,797 - $270,013	2,950 Added 12.4%	26,740 $2.41 Million
Q4 2018 Feb 13, 2019	SELL	$79.19 - $90.9 $117,438 - $134,804	-1,483 Reduced 5.87%	23,790 $2.05 Million
Q3 2018 Nov 13, 2018	SELL	$78.09 - $83.47 $135,173 - $144,486	-1,731 Reduced 6.41%	25,273 $2.02 Million
Q2 2018 Aug 14, 2018	BUY	$72.12 - $80.5 $234,390 - $261,625	3,250 Added 13.68%	27,004 $2.14 Million
Q1 2018 May 15, 2018	SELL	$74.32 - $83.23 $45,186 - $50,603	-608 Reduced 2.5%	23,754 $1.84 Million
Q4 2017 Feb 13, 2018	BUY	$83.6 - $91.09 $32,102 - $34,978	384 Added 1.6%	24,362 $2.05 Million
Q3 2017 Nov 13, 2017	BUY	$83.92 - $88.34 $2.01 Million - $2.12 Million	23,978	23,978 $2.01 Million

Others Institutions Holding DUK

# of Institutions

2,283

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 $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...

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Evercore Wealth Management, LLC Duke Energy Corp Transaction History