A detailed history of Ica Group Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,661 shares of DUK stock, worth $186,314. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,661
Previous 4,176 60.23%
Holding current value
$186,314
Previous $403,000 58.81%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Aug 08, 2024

SELL
$92.87 - $104.6 $233,568 - $263,069
-2,515 Reduced 60.23%
1,661 $166,000
Q1 2024

May 14, 2024

SELL
$90.65 - $99.39 $13,869 - $15,206
-153 Reduced 3.53%
4,176 $403,000
Q4 2023

Mar 07, 2024

SELL
$85.44 - $98.31 $21,103 - $24,282
-247 Reduced 5.4%
4,329 $420,000
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $88,296 - $97,375
-1,019 Reduced 18.21%
4,576 $403,000
Q2 2023

Aug 11, 2023

SELL
$88.01 - $99.74 $41,980 - $47,575
-477 Reduced 7.86%
5,595 $502,000
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $18,126 - $20,918
-198 Reduced 3.16%
6,072 $585,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $1.17 Million - $1.4 Million
-13,455 Reduced 68.21%
6,270 $645,000
Q3 2022

Nov 10, 2022

BUY
$24.9 - $110.88 $43,898 - $195,481
1,763 Added 9.82%
19,725 $1.84 Million
Q2 2022

Oct 03, 2022

SELL
$97.82 - $115.43 $53,409 - $63,024
-546 Reduced 2.95%
17,962 $2.03 Million
Q1 2022

Oct 03, 2022

BUY
$97.04 - $111.66 $1.8 Million - $2.07 Million
18,508 New
18,508 $2.06 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 $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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