Kingsview Wealth Management, LLC Duke Energy Corp Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 37,969 shares of DUK stock, worth $4.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

37,969

Previous 33,793 12.36%

Holding current value

$4.16 Million

Previous $3.39 Million 29.23%

% of portfolio

0.1%

Previous 0.09%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$99.35 - $117.71 $414,885 - $491,556	4,176 Added 12.36%	37,969 $4.38 Million
Q2 2024 Aug 14, 2024	BUY	$92.87 - $104.6 $790,880 - $890,773	8,516 Added 33.69%	33,793 $3.39 Million
Q1 2024 May 09, 2024	SELL	$90.65 - $99.39 $222,999 - $244,499	-2,460 Reduced 8.87%	25,277 $2.44 Million
Q4 2023 Feb 08, 2024	SELL	$85.44 - $98.31 $460,436 - $529,792	-5,389 Reduced 16.27%	27,737 $2.69 Million
Q3 2023 Nov 07, 2023	BUY	$86.65 - $95.56 $304,228 - $335,511	3,511 Added 11.86%	33,126 $2.92 Million
Q2 2023 Aug 10, 2023	BUY	$88.01 - $99.74 $130,518 - $147,914	1,483 Added 5.27%	29,615 $2.66 Million
Q1 2023 May 15, 2023	SELL	$91.55 - $105.65 $2.72 Million - $3.14 Million	-29,748 Reduced 51.4%	28,132 $2.71 Million
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $2.58 Million - $3.09 Million	29,747 Added 105.74%	57,880 $5.96 Million
Q3 2022 Nov 14, 2022	SELL	$24.9 - $110.88 $441,377 - $1.97 Million	-17,726 Reduced 38.65%	28,133 $2.62 Million
Q2 2022 Aug 16, 2022	BUY	$97.82 - $115.43 $2.04 Million - $2.41 Million	20,868 Added 83.5%	45,859 $4.92 Million
Q1 2022 Feb 08, 2024	SELL	$97.04 - $111.66 $388,257 - $446,751	-4,001 Reduced 14.42%	23,736 $2.65 Million
Q4 2021 Feb 17, 2022	SELL	$96.62 - $104.9 $5,024 - $5,454	-52 Reduced 0.21%	24,991 $2.62 Million
Q3 2021 Dec 03, 2021	BUY	$97.05 - $107.93 $107,531 - $119,586	1,108 Added 4.63%	25,043 $2.44 Million
Q2 2021 Aug 17, 2021	BUY	$96.28 - $103.74 $36,778 - $39,628	382 Added 1.62%	23,935 $2.38 Million
Q1 2021 May 24, 2021	SELL	$85.59 - $97.58 $436,337 - $497,462	-5,098 Reduced 17.79%	23,553 $2.27 Million
Q4 2020 Feb 16, 2021	BUY	$89.04 - $97.31 $285,996 - $312,559	3,212 Added 12.63%	28,651 $2.62 Million
Q3 2020 Nov 19, 2020	BUY	$79.21 - $88.56 $105,666 - $118,139	1,334 Added 5.53%	25,439 $2.25 Million
Q2 2020 Aug 14, 2020	BUY	$76.02 - $91.91 $190,810 - $230,694	2,510 Added 11.62%	24,105 $1.93 Million
Q1 2020 May 11, 2020	BUY	$64.15 - $102.43 $273,471 - $436,659	4,263 Added 24.6%	21,595 $1.75 Million
Q4 2019 Jan 31, 2020	BUY	$86.66 - $97.17 $783,493 - $878,513	9,041 Added 109.05%	17,332 $1.58 Million
Q4 2019 Jan 30, 2020	SELL	$86.66 - $97.17 $80,767 - $90,562	-932 Reduced 10.11%	8,291 $697,000
Q3 2019 Jan 29, 2020	BUY	$86.49 - $96.28 $4,065 - $4,525	47 Added 0.51%	9,223 $884,000
Q2 2019 Jan 29, 2020	SELL	$85.53 - $91.12 $123,590 - $131,668	-1,445 Reduced 13.61%	9,176 $810,000
Q1 2019 Jan 29, 2020	BUY	$83.66 - $91.53 $108,256 - $118,439	1,294 Added 13.87%	10,621 $956,000
Q4 2018 Jan 29, 2020	BUY	$79.19 - $90.9 $214,129 - $245,793	2,704 Added 40.83%	9,327 $805,000
Q3 2018 Jan 29, 2020	BUY	$78.09 - $83.47 $289,791 - $309,757	3,711 Added 127.44%	6,623 $530,000
Q2 2018 Jan 29, 2020	SELL	$72.12 - $80.5 $1,226 - $1,368	-17 Reduced 0.58%	2,912 $230,000
Q1 2018 Jan 29, 2020	SELL	$74.32 - $83.23 $398,503 - $446,279	-5,362 Reduced 64.67%	2,929 $227,000
Q4 2017 Jan 29, 2020	BUY	$83.6 - $91.09 $5,852 - $6,376	70 Added 0.85%	8,291 $697,000
Q3 2017 Jan 29, 2020	BUY	$83.92 - $88.34 $205,687 - $216,521	2,451 Added 42.48%	8,221 $689,000
Q2 2017 Jan 29, 2020	BUY	N/A	155 Added 2.76%	5,770 $482,000
Q1 2017 Jan 29, 2020	BUY	N/A	5,615	5,615 $460,000

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $84.4B
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...

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Kingsview Wealth Management, LLC Duke Energy Corp Transaction History