A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,686 shares of DUK stock, worth $525,628. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,686
Previous 4,678 0.17%
Holding current value
$525,628
Previous $468,000 15.38%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$99.35 - $117.71 $794 - $941
8 Added 0.17%
4,686 $540,000
Q2 2024

Aug 09, 2024

BUY
$92.87 - $104.6 $928 - $1,046
10 Added 0.21%
4,678 $468,000
Q1 2024

Apr 26, 2024

SELL
$90.65 - $99.39 $725 - $795
-8 Reduced 0.17%
4,668 $451,000
Q4 2023

Feb 07, 2024

BUY
$85.44 - $98.31 $1,281 - $1,474
15 Added 0.32%
4,676 $453,000
Q3 2023

Oct 13, 2023

SELL
$86.65 - $95.56 $28,681 - $31,630
-331 Reduced 6.63%
4,661 $411,000
Q2 2023

Aug 02, 2023

BUY
$88.01 - $99.74 $880 - $997
10 Added 0.2%
4,992 $447,000
Q1 2023

Apr 24, 2023

SELL
$91.55 - $105.65 $7,781 - $8,980
-85 Reduced 1.68%
4,982 $480,000
Q4 2022

Feb 07, 2023

BUY
$86.82 - $103.84 $52,873 - $63,238
609 Added 13.66%
5,067 $521,000
Q3 2022

Oct 24, 2022

SELL
$24.9 - $110.88 $448 - $1,995
-18 Reduced 0.4%
4,458 $415,000
Q2 2022

Jul 15, 2022

SELL
$97.82 - $115.43 $6,260 - $7,387
-64 Reduced 1.41%
4,476 $480,000
Q1 2022

Apr 27, 2022

BUY
$97.04 - $111.66 $776 - $893
8 Added 0.18%
4,540 $507,000
Q4 2021

Feb 07, 2022

SELL
$96.62 - $104.9 $3,961 - $4,300
-41 Reduced 0.9%
4,532 $475,000
Q3 2021

Nov 03, 2021

BUY
$97.05 - $107.93 $91,421 - $101,670
942 Added 25.94%
4,573 $447,000
Q2 2021

Aug 12, 2021

SELL
$96.28 - $103.74 $2,407 - $2,593
-25 Reduced 0.68%
3,631 $358,000
Q1 2021

Apr 30, 2021

BUY
$85.59 - $97.58 $16,090 - $18,345
188 Added 5.42%
3,656 $353,000
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $11,575 - $12,650
130 Added 3.89%
3,468 $318,000
Q4 2020

Feb 12, 2021

BUY
$89.04 - $97.31 $801 - $875
9 Added 0.27%
3,338 $306,000
Q3 2020

Oct 14, 2020

BUY
$79.21 - $88.56 $712 - $797
9 Added 0.27%
3,329 $295,000
Q2 2020

Jul 20, 2020

SELL
$76.02 - $91.91 $72,751 - $87,957
-957 Reduced 22.38%
3,320 $265,000
Q1 2020

May 01, 2020

BUY
$64.15 - $102.43 $41,825 - $66,784
652 Added 17.99%
4,277 $346,000
Q4 2019

Jan 23, 2020

SELL
$86.66 - $97.17 $1,559 - $1,749
-18 Reduced 0.49%
3,625 $331,000
Q3 2019

Nov 14, 2019

BUY
$86.49 - $96.28 $691 - $770
8 Added 0.22%
3,643 $349,000
Q2 2019

Aug 02, 2019

BUY
$85.53 - $91.12 $16,250 - $17,312
190 Added 5.52%
3,635 $321,000
Q1 2019

May 08, 2019

BUY
$83.66 - $91.53 $669 - $732
8 Added 0.23%
3,445 $310,000
Q4 2018

Feb 13, 2019

SELL
$79.19 - $90.9 $10,294 - $11,817
-130 Reduced 3.64%
3,437 $297,000
Q3 2018

Nov 06, 2018

BUY
$78.09 - $83.47 $3,592 - $3,839
46 Added 1.31%
3,567 $285,000
Q2 2018

Dec 07, 2018

SELL
$72.12 - $80.5 $5,192 - $5,796
-72 Reduced 2.0%
3,521 $278,000
Q1 2018

May 17, 2018

BUY
$74.32 - $83.23 $37,977 - $42,530
511 Added 16.58%
3,593 $278,000
Q4 2017

Jan 31, 2018

BUY
$83.6 - $91.09 $585 - $637
7 Added 0.23%
3,082 $259,000
Q3 2017

Oct 31, 2017

BUY
$83.92 - $88.34 $258,054 - $271,645
3,075
3,075 $258,000

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 $86.4B
  • 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...
More about DUK
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