Legacy Wealth Asset Management, LLC Duke Energy Corp Transaction History

Legacy Wealth Asset Management, LLC

$340 Million
Q3 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 6,611 shares of DUK stock, worth $827,564. This represents 0.24% of its overall portfolio holdings.

Number of Shares

6,611

Previous 6,627 0.24%

Holding current value

$827,564

Previous $781,000 4.74%

% of portfolio

0.24%

Previous 0.24%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$116.31 - $125.93 $1,860 - $2,014	-16 Reduced 0.24%	6,611 $818,000
Q2 2025 Jul 30, 2025	SELL	$112.46 - $124.05 $6,522 - $7,194	-58 Reduced 0.87%	6,627 $781,000
Q1 2025 Apr 08, 2025	SELL	$105.87 - $121.97 $13,657 - $15,734	-129 Reduced 1.89%	6,685 $815,000
Q4 2024 Jan 14, 2025	SELL	$105.76 - $120.76 $21,892 - $24,997	-207 Reduced 2.95%	6,814 $734,000
Q3 2024 Oct 23, 2024	SELL	$99.35 - $117.71 $496 - $588	-5 Reduced 0.07%	7,021 $809,000
Q2 2024 Aug 14, 2024	SELL	$92.87 - $104.6 $80,146 - $90,269	-863 Reduced 10.94%	7,026 $704,000
Q1 2024 Apr 19, 2024	BUY	$90.65 - $99.39 $7,886 - $8,646	87 Added 1.12%	7,889 $762,000
Q4 2023 Jan 10, 2024	BUY	$85.44 - $98.31 $1,708 - $1,966	20 Added 0.26%	7,802 $757,000
Q3 2023 Oct 31, 2023	BUY	$86.65 - $95.56 $4,419 - $4,873	51 Added 0.66%	7,782 $686,000
Q2 2023 Aug 04, 2023	BUY	$88.01 - $99.74 $264 - $299	3 Added 0.04%	7,731 $693,000
Q1 2023 Apr 21, 2023	BUY	$91.55 - $105.65 $91 - $105	1 Added 0.01%	7,728 $745,000
Q4 2022 Feb 02, 2023	BUY	$86.82 - $103.84 $12,588 - $15,056	145 Added 1.91%	7,727 $795,000
Q3 2022 Oct 14, 2022	SELL	$24.9 - $110.88 $38,047 - $169,424	-1,528 Reduced 16.77%	7,582 $705,000
Q2 2022 Jul 19, 2022	BUY	$97.82 - $115.43 $1,076 - $1,269	11 Added 0.12%	9,110 $977,000
Q1 2022 May 12, 2022	BUY	$97.04 - $111.66 $24,745 - $28,473	255 Added 2.88%	9,099 $1.02 Million
Q4 2021 Feb 10, 2022	BUY	$96.62 - $104.9 $75,266 - $81,717	779 Added 9.66%	8,844 $928,000
Q3 2021 Oct 19, 2021	BUY	$97.05 - $107.93 $7,569 - $8,418	78 Added 0.98%	8,065 $787,000
Q2 2021 Jul 14, 2021	BUY	$96.28 - $103.74 $18,870 - $20,333	196 Added 2.52%	7,987 $788,000
Q1 2021 Apr 20, 2021	BUY	$85.59 - $97.58 $17,802 - $20,296	208 Added 2.74%	7,791 $752,000
Q4 2020 Mar 25, 2021	BUY	$89.04 - $97.31 $675,190 - $737,901	7,583 New	7,583 $694,000

Others Institutions Holding DUK

# of Institutions

2,672

Shares Held

557M

Call Options Held

5.58M

Put Options Held

3.4M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $96.4B
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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Legacy Wealth Asset Management, LLC Duke Energy Corp Transaction History