A detailed history of Integrated Wealth Concepts LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 36,253 shares of DUK stock, worth $4.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
36,253
Previous 37,493 3.31%
Holding current value
$4.07 Million
Previous $3.76 Million 11.23%
% of portfolio
0.05%
Previous 0.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$99.35 - $117.71 $123,194 - $145,960
-1,240 Reduced 3.31%
36,253 $4.18 Million
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $71,509 - $80,542
-770 Reduced 2.01%
37,493 $3.76 Million
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $583,876 - $640,170
6,441 Added 20.24%
38,263 $3.7 Million
Q4 2023

Feb 13, 2024

BUY
$85.44 - $98.31 $65,276 - $75,108
764 Added 2.46%
31,822 $3.09 Million
Q3 2023

Nov 15, 2023

BUY
$86.65 - $95.56 $58,835 - $64,885
679 Added 2.24%
31,058 $2.74 Million
Q2 2023

Aug 15, 2023

BUY
$88.01 - $99.74 $213,336 - $241,769
2,424 Added 8.67%
30,379 $2.73 Million
Q1 2023

May 03, 2023

BUY
$91.55 - $105.65 $1.46 Million - $1.69 Million
15,992 Added 133.68%
27,955 $2.7 Million
Q4 2022

Feb 13, 2023

BUY
$86.82 - $103.84 $46,709 - $55,865
538 Added 4.71%
11,963 $1.23 Million
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $25,273 - $112,543
1,015 Added 9.75%
11,425 $1.06 Million
Q2 2022

Aug 08, 2022

BUY
$97.82 - $115.43 $39,910 - $47,095
408 Added 4.08%
10,410 $1.12 Million
Q1 2022

May 12, 2022

SELL
$97.04 - $111.66 $22,513 - $25,905
-232 Reduced 2.27%
10,002 $1.12 Million
Q4 2021

Feb 15, 2022

BUY
$96.62 - $104.9 $65,508 - $71,122
678 Added 7.1%
10,234 $1.07 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $63,373 - $70,478
653 Added 7.33%
9,556 $933,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $183,509 - $197,728
1,906 Added 27.24%
8,903 $879,000
Q1 2021

May 13, 2021

BUY
$85.59 - $97.58 $166,130 - $189,402
1,941 Added 38.39%
6,997 $675,000
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $15,225 - $16,640
171 Added 3.5%
5,056 $463,000
Q3 2020

Nov 13, 2020

BUY
$79.21 - $88.56 $32,159 - $35,955
406 Added 9.06%
4,885 $433,000
Q2 2020

Jul 30, 2020

SELL
$76.02 - $91.91 $39,150 - $47,333
-515 Reduced 10.31%
4,479 $358,000
Q1 2020

May 18, 2020

BUY
$64.15 - $102.43 $83,715 - $133,671
1,305 Added 35.38%
4,994 $404,000
Q4 2019

Feb 20, 2020

BUY
$86.66 - $97.17 $19,845 - $22,251
229 Added 6.62%
3,689 $336,000
Q3 2019

Nov 15, 2019

SELL
$86.49 - $96.28 $108,804 - $121,120
-1,258 Reduced 26.66%
3,460 $332,000
Q2 2019

Aug 15, 2019

SELL
$85.53 - $91.12 $44,646 - $47,564
-522 Reduced 9.96%
4,718 $416,000
Q1 2019

May 15, 2019

BUY
$83.66 - $91.53 $68,266 - $74,688
816 Added 18.44%
5,240 $472,000
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $84,495 - $96,990
1,067 Added 31.78%
4,424 $382,000
Q3 2018

Nov 13, 2018

BUY
$78.09 - $83.47 $26,238 - $28,045
336 Added 11.12%
3,357 $267,000
Q2 2018

Jul 27, 2018

BUY
$72.12 - $80.5 $6,058 - $6,762
84 Added 2.86%
3,021 $241,000
Q1 2018

May 15, 2018

BUY
$74.32 - $83.23 $3,047 - $3,412
41 Added 1.42%
2,937 $226,000
Q4 2017

May 15, 2018

BUY
$83.6 - $91.09 $242,105 - $263,796
2,896
2,896 $238,000

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 $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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