Marietta Wealth Management, LLC Duke Energy Corp Transaction History

Marietta Wealth Management, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 06, 2021	SELL	$85.59 - $97.58 $558,817 - $637,099	-6,529 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$89.04 - $97.31 $2.45 Million - $2.68 Million	-27,516 Reduced 80.82%	6,529 $598,000
Q3 2020 Nov 04, 2020	SELL	$79.21 - $88.56 $337,909 - $377,796	-4,266 Reduced 11.14%	34,045 $3.02 Million
Q2 2020 Aug 05, 2020	BUY	$76.02 - $91.91 $581,476 - $703,019	7,649 Added 24.95%	38,311 $3.06 Million
Q1 2020 May 14, 2020	BUY	$64.15 - $102.43 $251,852 - $402,140	3,926 Added 14.68%	30,662 $2.48 Million

Q4 2019 Feb 07, 2020	BUY	$86.66 - $97.17 $113,957 - $127,778	1,315 Added 5.17%	26,736 $2.44 Million
Q3 2019 Nov 14, 2019	BUY	$86.49 - $96.28 $1.81 Million - $2.01 Million	20,893 Added 461.42%	25,421 $2.44 Million
Q2 2019 Aug 14, 2019	BUY	$85.53 - $91.12 $24,461 - $26,060	286 Added 6.74%	4,528 $400,000
Q1 2019 May 09, 2019	BUY	$83.66 - $91.53 $77,469 - $84,756	926 Added 27.93%	4,242 $382,000
Q4 2018 Feb 05, 2019	SELL	$79.19 - $90.9 $70,795 - $81,264	-894 Reduced 21.24%	3,316 $286,000
Q3 2018 Nov 13, 2018	BUY	$78.09 - $83.47 $2,967 - $3,171	38 Added 0.91%	4,210 $337,000
Q2 2018 Aug 08, 2018	BUY	$72.12 - $80.5 $28,415 - $31,717	394 Added 10.43%	4,172 $330,000
Q1 2018 May 14, 2018	SELL	$74.32 - $83.23 $3,567 - $3,995	-48 Reduced 1.25%	3,778 $293,000
Q4 2017 Feb 06, 2018	SELL	$83.6 - $91.09 $5,266 - $5,738	-63 Reduced 1.62%	3,826 $322,000
Q3 2017 Nov 13, 2017	SELL	$83.92 - $88.34 $4,531 - $4,770	-54 Reduced 1.37%	3,889 $326,000
Q2 2017 Aug 11, 2017	BUY	N/A	3,943	3,943 $330,000

2,089

494M

5.43M

2.91M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $77.4B
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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