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 7,021 shares of DUK stock, worth $749,913. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,021
Previous 7,026 0.07%
Holding current value
$749,913
Previous $704,000 14.91%
% of portfolio
0.24%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Duke Energy CORP


  • 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...
More about DUK
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