Liberty Wealth Management LLC Duke Energy Corp Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,878 shares of DUK stock, worth $219,801. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,878

Previous 7,860 76.11%

Holding current value

$219,801

Previous $231,000 6.49%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$99.35 - $117.71 $594,311 - $704,141	-5,982 Reduced 76.11%	1,878 $216,000
Q2 2024 Aug 06, 2024	BUY	$92.87 - $104.6 $522,115 - $588,061	5,622 Added 251.21%	7,860 $231,000
Q1 2024 May 02, 2024	BUY	$90.65 - $99.39 $6,345 - $6,957	70 Added 3.23%	2,238 $216,000
Q4 2023 Feb 08, 2024	BUY	$85.44 - $98.31 $185,233 - $213,136	2,168 New	2,168 $210,000
Q1 2023 May 03, 2023	BUY	$91.55 - $105.65 $190,607 - $219,963	2,082 New	2,082 $200,000
Q2 2022 Aug 15, 2022	SELL	$97.82 - $115.43 $7,434 - $8,772	-76 Reduced 3.82%	1,912 $205,000
Q1 2022 May 09, 2022	BUY	$97.04 - $111.66 $873 - $1,004	9 Added 0.45%	1,988 $222,000
Q4 2021 Feb 15, 2022	SELL	$96.62 - $104.9 $74,107 - $80,458	-767 Reduced 27.93%	1,979 $207,000
Q3 2021 Nov 15, 2021	BUY	$97.05 - $107.93 $80,163 - $89,150	826 Added 43.02%	2,746 $272,000
Q2 2021 Aug 13, 2021	BUY	$96.28 - $103.74 $18.1 Million - $19.5 Million	187,650 Added 9923.32%	189,541 $1.92 Million
Q2 2021 Aug 13, 2021	SELL	$96.28 - $103.74 $18.1 Million - $19.5 Million	-187,621 Reduced 98.99%	1,920 $190,000
Q4 2020 Feb 09, 2021	BUY	$89.04 - $97.31 $22,883 - $25,008	257 Added 15.73%	1,891 $176,000
Q3 2020 Nov 05, 2020	SELL	$79.21 - $88.56 $8,000 - $8,944	-101 Reduced 5.82%	1,634 $145,000
Q2 2020 Aug 04, 2020	BUY	$76.02 - $91.91 $2,432 - $2,941	32 Added 1.88%	1,735 $140,000
Q1 2020 Apr 27, 2020	BUY	$64.15 - $102.43 $15,331 - $24,480	239 Added 16.33%	1,703 $138,000
Q4 2019 Feb 05, 2020	BUY	$86.66 - $97.17 $2,253 - $2,526	26 Added 1.81%	1,464 $133,000
Q3 2019 Oct 30, 2019	SELL	$86.49 - $96.28 $39,612 - $44,096	-458 Reduced 24.16%	1,438 $138,000
Q2 2019 Jul 30, 2019	BUY	$85.53 - $91.12 $41,396 - $44,102	484 Added 34.28%	1,896 $167,000
Q1 2019 Apr 18, 2019	SELL	$83.66 - $91.53 $12,799 - $14,004	-153 Reduced 9.78%	1,412 $127,000
Q4 2018 Mar 26, 2019	BUY	$79.19 - $90.9 $123,932 - $142,258	1,565 New	1,565 $135,000

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

512M

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 $90.1B
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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Liberty Wealth Management LLC Duke Energy Corp Transaction History