A detailed history of Icon Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,419 shares of DUK stock, worth $161,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,419
Previous 1,219 16.41%
Holding current value
$161,836
Previous $117,000 21.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024

BUY
$92.87 - $104.6 $18,574 - $20,920
200 Added 16.41%
1,419 $142,000
Q1 2024

May 15, 2024

SELL
$90.65 - $99.39 $50,673 - $55,559
-559 Reduced 31.44%
1,219 $117,000
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $151,912 - $174,795
1,778 New
1,778 $172,000
Q3 2022

Jan 25, 2023

BUY
$24.9 - $110.88 $34,038 - $151,572
1,367 New
1,367 $127,000

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 $87.8B
  • 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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