A detailed history of Executive Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Executive Wealth Management, LLC holds 2,547 shares of DUK stock, worth $256,126. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,547
Holding current value
$256,126
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $230,885 - $253,146
2,547 New
2,547 $246,000
Q3 2019

Oct 30, 2019

SELL
$86.49 - $96.28 $12,281 - $13,671
-142 Reduced 16.75%
706 $67,000
Q2 2019

Aug 01, 2019

BUY
$85.53 - $91.12 $19,244 - $20,502
225 Added 36.12%
848 $75,000
Q1 2019

May 02, 2019

BUY
$83.66 - $91.53 $1,338 - $1,464
16 Added 2.64%
623 $56,000
Q4 2018

Feb 19, 2019

BUY
$79.19 - $90.9 $48,068 - $55,176
607 New
607 $52,000

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 $77.4B
  • 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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