A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 47,436 shares of DUK stock, worth $5.46 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
47,436
Previous 45,697 3.81%
Holding current value
$5.46 Million
Previous $4.42 Million 7.58%
% of portfolio
1.11%
Previous 1.08%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$92.87 - $104.6 $161,500 - $181,899
1,739 Added 3.81%
47,436 $4.75 Million
Q1 2024

May 10, 2024

BUY
$90.65 - $99.39 $179,487 - $196,792
1,980 Added 4.53%
45,697 $4.42 Million
Q4 2023

Feb 05, 2024

SELL
$85.44 - $98.31 $10,081 - $11,600
-118 Reduced 0.27%
43,717 $4.24 Million
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $265,842 - $293,178
3,068 Added 7.53%
43,835 $3.87 Million
Q2 2023

Aug 10, 2023

BUY
$88.01 - $99.74 $89,154 - $101,036
1,013 Added 2.55%
40,767 $3.66 Million
Q1 2023

May 08, 2023

BUY
$91.55 - $105.65 $237,114 - $273,633
2,590 Added 6.97%
39,754 $3.84 Million
Q4 2022

Feb 07, 2023

BUY
$86.82 - $103.84 $821,664 - $982,741
9,464 Added 34.17%
37,164 $3.83 Million
Q3 2022

Nov 09, 2022

BUY
$24.9 - $110.88 $68,201 - $303,700
2,739 Added 10.97%
27,700 $2.58 Million
Q3 2022

Oct 19, 2022

SELL
$24.9 - $110.88 $57,917 - $257,906
-2,326 Reduced 8.52%
24,961 $2.32 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $136,165 - $160,678
1,392 Added 5.38%
27,287 $2.93 Million
Q1 2022

May 17, 2022

BUY
$97.04 - $111.66 $167,879 - $193,171
1,730 Added 7.16%
25,895 $2.89 Million
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $89,083 - $96,717
922 Added 3.97%
24,165 $2.54 Million
Q3 2021

Nov 16, 2021

BUY
$97.05 - $107.93 $72,496 - $80,623
747 Added 3.32%
23,243 $2.27 Million
Q2 2021

Aug 11, 2021

BUY
$96.28 - $103.74 $61,234 - $65,978
636 Added 2.91%
22,496 $2.22 Million
Q1 2021

May 17, 2021

SELL
$85.59 - $97.58 $204,388 - $233,021
-2,388 Reduced 9.85%
21,860 $2.11 Million
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $9,438 - $10,314
106 Added 0.44%
24,248 $2.22 Million
Q3 2020

Nov 16, 2020

BUY
$79.21 - $88.56 $97,665 - $109,194
1,233 Added 5.38%
24,142 $2.14 Million
Q2 2020

Aug 12, 2020

BUY
$76.02 - $91.91 $7,221 - $8,731
95 Added 0.42%
22,909 $1.83 Million
Q1 2020

May 14, 2020

SELL
$64.15 - $102.43 $63,765 - $101,815
-994 Reduced 4.18%
22,814 $1.85 Million
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $166,473 - $186,663
1,921 Added 8.78%
23,808 $2.17 Million
Q3 2019

Nov 14, 2019

BUY
$86.49 - $96.28 $63,656 - $70,862
736 Added 3.48%
21,887 $2.1 Million
Q2 2019

Aug 20, 2019

BUY
$85.53 - $91.12 $100,241 - $106,792
1,172 Added 5.87%
21,151 $1.87 Million
Q1 2019

May 10, 2019

SELL
$83.66 - $91.53 $102,901 - $112,581
-1,230 Reduced 5.8%
19,979 $1.8 Million
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $1.68 Million - $1.93 Million
21,209 New
21,209 $1.83 Million

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 $88.7B
  • 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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