A detailed history of Mascoma Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 162 shares of DUK stock, worth $17,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares
162
Previous 75 116.0%
Holding current value
$17,303
Previous $7,000 157.14%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$99.35 - $117.71 $8,643 - $10,240
87 Added 116.0%
162 $18,000
Q2 2024

Aug 02, 2024

SELL
$92.87 - $104.6 $17,366 - $19,560
-187 Reduced 71.37%
75 $7,000
Q2 2023

Aug 09, 2023

SELL
$88.01 - $99.74 $8,801 - $9,974
-100 Reduced 27.62%
262 $23,000
Q3 2021

Oct 06, 2021

BUY
$97.05 - $107.93 $35,132 - $39,070
362 New
362 $35,000
Q2 2021

Jul 06, 2021

SELL
$96.28 - $103.74 $34,853 - $37,553
-362 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$85.59 - $97.58 $30,983 - $35,323
362 New
362 $34,000
Q3 2019

Nov 21, 2019

SELL
$86.49 - $96.28 $27,417 - $30,520
-317 Closed
0 $0
Q1 2019

Apr 23, 2019

BUY
$83.66 - $91.53 $2,509 - $2,745
30 Added 10.45%
317 $29,000
Q4 2018

Jan 28, 2019

SELL
$79.19 - $90.9 $28,983 - $33,269
-366 Reduced 56.05%
287 $25,000
Q1 2018

Apr 24, 2018

SELL
$74.32 - $83.23 $27,126 - $30,378
-365 Reduced 35.85%
653 $51,000
Q4 2017

Feb 05, 2018

SELL
$83.6 - $91.09 $115,451 - $125,795
-1,381 Reduced 57.57%
1,018 $78,000
Q3 2017

Nov 07, 2017

BUY
$83.92 - $88.34 $201,324 - $211,927
2,399
2,399 $201,000

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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