A detailed history of First Purpose Wealth LLC transactions in Duke Energy Corp stock. As of the latest transaction made, First Purpose Wealth LLC holds 3,983 shares of DUK stock, worth $431,279. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,983
Previous 3,618 10.09%
Holding current value
$431,279
Previous $351,000 9.69%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Apr 22, 2024

BUY
$90.65 - $99.39 $33,087 - $36,277
365 Added 10.09%
3,983 $385,000
Q4 2023

Apr 22, 2024

BUY
$85.44 - $98.31 $13,328 - $15,336
156 Added 4.51%
3,618 $351,000
Q3 2023

Oct 30, 2023

BUY
$86.65 - $95.56 $3,466 - $3,822
40 Added 1.17%
3,462 $305,000
Q2 2023

Jul 21, 2023

BUY
$88.01 - $99.74 $100,771 - $114,202
1,145 Added 50.29%
3,422 $307,000
Q1 2023

May 03, 2023

BUY
$91.55 - $105.65 $10,802 - $12,466
118 Added 5.47%
2,277 $219,000
Q4 2022

Jan 26, 2023

BUY
$86.82 - $103.84 $187,444 - $224,190
2,159 New
2,159 $0

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 $83.4B
  • 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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