Laidlaw Wealth Management LLC Duke Energy Corp Transaction History

Laidlaw Wealth Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$86.65 - $95.56 $426,144 - $469,964	-4,918 Reduced 52.26%	4,492 $396,000
Q2 2023 Aug 11, 2023	BUY	$88.01 - $99.74 $29,747 - $33,712	338 Added 3.73%	9,410 $844,000
Q1 2023 May 12, 2023	BUY	$91.55 - $105.65 $41,838 - $48,282	457 Added 5.3%	9,072 $875,000
Q4 2022 Feb 14, 2023	BUY	$86.82 - $103.84 $29,431 - $35,201	339 Added 4.1%	8,615 $887,000
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $3,685 - $16,410	148 Added 1.82%	8,276 $770,000
Q2 2022 Aug 12, 2022	BUY	$97.82 - $115.43 $46,855 - $55,290	479 Added 6.26%	8,128 $871,000
Q1 2022 May 12, 2022	SELL	$97.04 - $111.66 $40,077 - $46,115	-413 Reduced 5.12%	7,649 $854,000
Q4 2021 Feb 14, 2022	BUY	$96.62 - $104.9 $160,099 - $173,819	1,657 Added 25.87%	8,062 $846,000
Q3 2021 Nov 12, 2021	BUY	$97.05 - $107.93 $170,516 - $189,633	1,757 Added 37.8%	6,405 $625,000
Q2 2021 Aug 13, 2021	BUY	$96.28 - $103.74 $24,166 - $26,038	251 Added 5.71%	4,648 $459,000
Q1 2021 May 17, 2021	SELL	$85.59 - $97.58 $122,907 - $140,124	-1,436 Reduced 24.62%	4,397 $424,000
Q4 2020 Feb 16, 2021	BUY	$89.04 - $97.31 $519,370 - $567,609	5,833 New	5,833 $534,000

2,289

511M

4.91M

3.9M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $82.2B
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...

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Laidlaw Wealth Management LLC with notifications on news.