A detailed history of Hb Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Hb Wealth Management, LLC holds 65,937 shares of DUK stock, worth $7.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
65,937
Previous 64,521 2.19%
Holding current value
$7.9 Million
Previous $6.47 Million 17.57%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 15, 2024

BUY
$99.35 - $117.71 $140,679 - $166,677
1,416 Added 2.19%
65,937 $7.6 Million
Q2 2024

Jul 26, 2024

BUY
$92.87 - $104.6 $58,043 - $65,375
625 Added 0.98%
64,521 $6.47 Million
Q1 2024

Apr 30, 2024

BUY
$90.65 - $99.39 $87,024 - $95,414
960 Added 1.53%
63,896 $6.18 Million
Q4 2023

Jan 16, 2024

SELL
$85.44 - $98.31 $318,264 - $366,204
-3,725 Reduced 5.59%
62,936 $6.11 Million
Q3 2023

Oct 13, 2023

BUY
$86.65 - $95.56 $565,304 - $623,433
6,524 Added 10.85%
66,661 $5.88 Million
Q2 2023

Jul 13, 2023

BUY
$88.01 - $99.74 $319,124 - $361,657
3,626 Added 6.42%
60,137 $5.4 Million
Q1 2023

Apr 13, 2023

BUY
$91.55 - $105.65 $241,142 - $278,282
2,634 Added 4.89%
56,511 $5.45 Million
Q4 2022

Jan 20, 2023

BUY
$86.82 - $103.84 $193,348 - $231,251
2,227 Added 4.31%
53,877 $0
Q3 2022

Oct 19, 2022

BUY
$24.9 - $110.88 $78,410 - $349,161
3,149 Added 6.49%
51,650 $4.81 Million
Q2 2022

Jul 15, 2022

BUY
$97.82 - $115.43 $483,622 - $570,685
4,944 Added 11.35%
48,501 $5.2 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $345,268 - $397,286
3,558 Added 8.9%
43,557 $4.86 Million
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $3.86 Million - $4.2 Million
39,999 New
39,999 $4.2 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 $92.2B
  • 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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