A detailed history of Fortress Wealth Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 2,695 shares of DUK stock, worth $302,298. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,695
Previous 3,050 11.64%
Holding current value
$302,298
Previous $305,000 1.64%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 08, 2024

SELL
$99.35 - $117.71 $35,269 - $41,787
-355 Reduced 11.64%
2,695 $310,000
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $742 - $836
8 Added 0.26%
3,050 $305,000
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $3,897 - $4,273
43 Added 1.43%
3,042 $294,000
Q4 2023

Jan 12, 2024

BUY
$85.44 - $98.31 $24,606 - $28,313
288 Added 10.62%
2,999 $291,000
Q3 2023

Oct 12, 2023

BUY
$86.65 - $95.56 $693 - $764
8 Added 0.3%
2,711 $239,000
Q2 2023

Aug 10, 2023

BUY
$88.01 - $99.74 $704 - $797
8 Added 0.3%
2,703 $242,000
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $274 - $316
-3 Reduced 0.11%
2,695 $259,000
Q4 2022

Feb 07, 2023

BUY
$86.82 - $103.84 $1,562 - $1,869
18 Added 0.67%
2,698 $277,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $174 - $776
7 Added 0.26%
2,680 $249,000
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $261,472 - $308,544
2,673 New
2,673 $287,000

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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