A detailed history of Geo Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Geo Wealth Management, LLC holds 17,712 shares of DUK stock, worth $2.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,712
Previous 16,022 10.55%
Holding current value
$2.04 Million
Previous $1.61 Million 27.23%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $167,901 - $198,929
1,690 Added 10.55%
17,712 $2.04 Million
Q2 2024

Aug 12, 2024

BUY
$92.87 - $104.6 $304,892 - $343,401
3,283 Added 25.77%
16,022 $1.61 Million
Q1 2024

May 15, 2024

SELL
$90.65 - $99.39 $1.15 Million - $1.27 Million
-12,739 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $394,146 - $432,147
4,348 Added 51.82%
12,739 $1.23 Million
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $665,406 - $765,638
7,788 Added 1291.54%
8,391 $814,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $34,573 - $38,128
399 Added 195.59%
603 $53,000
Q2 2023

Aug 10, 2023

BUY
$88.01 - $99.74 $16,369 - $18,551
186 Added 1033.33%
204 $18,000
Q1 2023

May 12, 2023

BUY
$91.55 - $105.65 $1,647 - $1,901
18 New
18 $2,000

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 $88.5B
  • 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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