Heritage Wealth Management, LLC Duke Energy Corp Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $27,348 - $32,709	315 Added 166.67%	504 $51,000
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $323 - $1,441	13 Added 7.39%	189 $18,000
Q1 2022 Aug 15, 2022	SELL	$97.04 - $111.66 $26,297 - $30,259	-271 Reduced 60.63%	176 $20,000
Q3 2021 Nov 10, 2021	SELL	$97.05 - $107.93 $97 - $107	-1 Reduced 0.22%	447 $44,000
Q2 2021 Aug 11, 2021	SELL	$96.28 - $103.74 $33,505 - $36,101	-348 Reduced 43.72%	448 $44,000
Q1 2021 Jul 16, 2021	BUY	$85.59 - $97.58 $68,129 - $77,673	796 New	796 $77,000

2,283

511M

4.91M

3.9M

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...

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