A detailed history of Icon Wealth Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,366 shares of DUK stock, worth $157,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,366
Previous 1,593 14.25%
Holding current value
$157,090
Previous $142,000 15.49%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$86.65 - $95.56 $19,669 - $21,692
-227 Reduced 14.25%
1,366 $120,000
Q2 2023

Aug 03, 2023

BUY
$88.01 - $99.74 $3,520 - $3,989
40 Added 2.58%
1,593 $142,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $142,177 - $164,074
1,553 New
1,553 $149,000
Q3 2020

Oct 22, 2020

SELL
$79.21 - $88.56 $730,078 - $816,257
-9,217 Closed
0 $0
Q2 2020

Jul 14, 2020

BUY
$76.02 - $91.91 $700,676 - $847,134
9,217 New
9,217 $736,000
Q2 2019

Aug 13, 2019

SELL
$85.53 - $91.12 $143,262 - $152,626
-1,675 Closed
0 $0
Q1 2019

May 09, 2019

SELL
$83.66 - $91.53 $1,840 - $2,013
-22 Reduced 1.3%
1,675 $151,000
Q4 2018

Feb 14, 2019

SELL
$79.19 - $90.9 $15,125 - $17,361
-191 Reduced 10.12%
1,697 $146,000
Q2 2018

Aug 13, 2018

BUY
$72.12 - $80.5 $9,015 - $10,062
125 Added 7.09%
1,888 $149,000
Q1 2018

May 15, 2018

SELL
$74.32 - $83.23 $94,089 - $105,369
-1,266 Reduced 41.8%
1,763 $137,000
Q4 2017

Feb 13, 2018

BUY
$83.6 - $91.09 $253,224 - $275,911
3,029
3,029 $255,000

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 $88.5B
  • 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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