A detailed history of Evermay Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 10,872 shares of DUK stock, worth $1.22 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,872
Previous 11,069 1.78%
Holding current value
$1.22 Million
Previous $1.11 Million 12.98%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 25, 2024

SELL
$99.35 - $117.71 $19,571 - $23,188
-197 Reduced 1.78%
10,872 $1.25 Million
Q2 2024

Aug 01, 2024

SELL
$92.87 - $104.6 $8,822 - $9,937
-95 Reduced 0.85%
11,069 $1.11 Million
Q1 2024

May 13, 2024

SELL
$90.65 - $99.39 $453 - $496
-5 Reduced 0.04%
11,164 $1.08 Million
Q4 2023

Feb 09, 2024

SELL
$85.44 - $98.31 $174,553 - $200,847
-2,043 Reduced 15.46%
11,169 $1.08 Million
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $53,376 - $58,864
-616 Reduced 4.45%
13,212 $1.17 Million
Q2 2023

Aug 10, 2023

BUY
$88.01 - $99.74 $29,923 - $33,911
340 Added 2.52%
13,828 $1.24 Million
Q1 2023

May 15, 2023

SELL
$91.55 - $105.65 $41,563 - $47,965
-454 Reduced 3.26%
13,488 $1.3 Million
Q4 2022

Jan 19, 2023

BUY
$86.82 - $103.84 $104,010 - $124,400
1,198 Added 9.4%
13,942 $0
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $249 - $1,108
10 Added 0.08%
12,744 $1.19 Million
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $105,352 - $124,318
-1,077 Reduced 7.8%
12,734 $1.37 Million
Q1 2022

May 16, 2022

SELL
$97.04 - $111.66 $311,498 - $358,428
-3,210 Reduced 18.86%
13,811 $1.54 Million
Q4 2021

Feb 14, 2022

SELL
$96.62 - $104.9 $2,995 - $3,251
-31 Reduced 0.18%
17,021 $1.79 Million
Q3 2021

Nov 12, 2021

SELL
$97.05 - $107.93 $51,436 - $57,202
-530 Reduced 3.01%
17,052 $1.66 Million
Q2 2021

Aug 13, 2021

SELL
$96.28 - $103.74 $7,221 - $7,780
-75 Reduced 0.42%
17,582 $1.74 Million
Q1 2021

May 10, 2021

SELL
$85.59 - $97.58 $27,217 - $31,030
-318 Reduced 1.77%
17,657 $1.7 Million
Q4 2020

Feb 16, 2021

SELL
$89.04 - $97.31 $79,423 - $86,800
-892 Reduced 4.73%
17,975 $1.65 Million
Q3 2020

Nov 05, 2020

BUY
$79.21 - $88.56 $338,622 - $378,594
4,275 Added 29.3%
18,867 $1.67 Million
Q2 2020

Jul 20, 2020

BUY
$76.02 - $91.91 $71,610 - $86,579
942 Added 6.9%
14,592 $1.17 Million
Q1 2020

Apr 24, 2020

BUY
$64.15 - $102.43 $40,414 - $64,530
630 Added 4.84%
13,650 $1.1 Million
Q4 2019

Feb 11, 2020

BUY
$86.66 - $97.17 $75,047 - $84,149
866 Added 7.13%
13,020 $1.19 Million
Q3 2019

Oct 29, 2019

BUY
$86.49 - $96.28 $10,638 - $11,842
123 Added 1.02%
12,154 $1.17 Million
Q2 2019

Jul 23, 2019

BUY
$85.53 - $91.12 $4,276 - $4,556
50 Added 0.42%
12,031 $1.06 Million
Q1 2019

May 03, 2019

BUY
$83.66 - $91.53 $83 - $91
1 Added 0.01%
11,981 $1.08 Million
Q4 2018

Jan 24, 2019

SELL
$79.19 - $90.9 $16,629 - $19,089
-210 Reduced 1.72%
11,980 $1.03 Million
Q3 2018

Oct 29, 2018

SELL
$78.09 - $83.47 $47,400 - $50,666
-607 Reduced 4.74%
12,190 $975,000
Q2 2018

Aug 06, 2018

SELL
$72.12 - $80.5 $66,206 - $73,899
-918 Reduced 6.69%
12,797 $1.01 Million
Q1 2018

May 04, 2018

BUY
$74.32 - $83.23 $345,959 - $387,435
4,655 Added 51.38%
13,715 $1.06 Million
Q4 2017

Feb 07, 2018

BUY
$83.6 - $91.09 $757,416 - $825,275
9,060
9,060 $762,000

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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