A detailed history of Iht Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 18,159 shares of DUK stock, worth $1.81 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,159
Previous 17,708 2.55%
Holding current value
$1.81 Million
Previous $1.72 Million 2.21%
% of portfolio
0.07%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $40,883 - $44,824
451 Added 2.55%
18,159 $1.76 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $21,616 - $24,872
253 Added 1.45%
17,708 $1.72 Million
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $48,090 - $53,035
555 Added 3.28%
17,455 $1.54 Million
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $56,414 - $63,933
641 Added 3.94%
16,900 $1.52 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $37,169 - $42,893
406 Added 2.56%
16,259 $1.57 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $36,117 - $43,197
416 Added 2.69%
15,853 $1.63 Million
Q3 2022

Nov 22, 2022

BUY
$24.9 - $110.88 $95,840 - $426,777
3,849 Added 33.22%
15,437 $1.44 Million
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $15,064 - $17,776
-154 Reduced 1.31%
11,588 $1.24 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $129,645 - $149,177
1,336 Added 12.84%
11,742 $1.31 Million
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $51,401 - $55,806
532 Added 5.39%
10,406 $1.09 Million
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $296,293 - $329,510
-3,053 Reduced 23.62%
9,874 $964,000
Q2 2021

Aug 16, 2021

SELL
$96.28 - $103.74 $27,343 - $29,462
-284 Reduced 2.15%
12,927 $1.28 Million
Q1 2021

May 18, 2021

BUY
$85.59 - $97.58 $107,501 - $122,560
1,256 Added 10.51%
13,211 $1.28 Million
Q4 2020

Feb 17, 2021

BUY
$89.04 - $97.31 $257,325 - $281,225
2,890 Added 31.88%
11,955 $1.1 Million
Q3 2020

Nov 19, 2020

BUY
$79.21 - $88.56 $50,456 - $56,412
637 Added 7.56%
9,065 $803,000
Q2 2020

Aug 14, 2020

SELL
$76.02 - $91.91 $54,278 - $65,623
-714 Reduced 7.81%
8,428 $673,000
Q1 2020

May 13, 2020

SELL
$64.15 - $102.43 $30,471 - $48,654
-475 Reduced 4.94%
9,142 $739,000
Q4 2019

Feb 18, 2020

BUY
$86.66 - $97.17 $53,295 - $59,759
615 Added 6.83%
9,617 $877,000
Q3 2019

Nov 15, 2019

BUY
$86.49 - $96.28 $268,119 - $298,468
3,100 Added 52.52%
9,002 $862,000
Q2 2019

Aug 12, 2019

BUY
$85.53 - $91.12 $35,238 - $37,541
412 Added 7.5%
5,902 $521,000
Q1 2019

May 16, 2019

SELL
$83.66 - $91.53 $135,863 - $148,644
-1,624 Reduced 22.83%
5,490 $494,000
Q4 2018

Feb 15, 2019

SELL
$79.19 - $90.9 $217,376 - $249,520
-2,745 Reduced 27.84%
7,114 $614,000
Q3 2018

Nov 14, 2018

BUY
$78.09 - $83.47 $35,687 - $38,145
457 Added 4.86%
9,859 $789,000
Q2 2018

Aug 13, 2018

BUY
$72.12 - $80.5 $101,689 - $113,505
1,410 Added 17.64%
9,402 $743,000
Q1 2018

May 15, 2018

BUY
$74.32 - $83.23 $59,233 - $66,334
797 Added 11.08%
7,992 $616,000
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $241,520 - $263,159
2,889 Added 67.09%
7,195 $591,000
Q3 2017

Nov 14, 2017

BUY
$83.92 - $88.34 $361,359 - $380,392
4,306
4,306 $365,000

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 $76.9B
  • 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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