A detailed history of Minot Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Minot Wealth Management LLC holds 6,158 shares of DUK stock, worth $621,588. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,158
Previous 4,449 38.41%
Holding current value
$621,588
Previous $497,000 32.8%
% of portfolio
0.17%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 12, 2022

BUY
$97.82 - $115.43 $167,174 - $197,269
1,709 Added 38.41%
6,158 $660,000
Q1 2022

Apr 14, 2022

BUY
$97.04 - $111.66 $11,838 - $13,622
122 Added 2.82%
4,449 $497,000
Q4 2021

Jan 20, 2022

SELL
$96.62 - $104.9 $25,411 - $27,588
-263 Reduced 5.73%
4,327 $454,000
Q3 2021

Oct 25, 2021

BUY
$97.05 - $107.93 $33,967 - $37,775
350 Added 8.25%
4,590 $448,000
Q2 2021

Jul 19, 2021

BUY
$96.28 - $103.74 $22,625 - $24,378
235 Added 5.87%
4,240 $430,000
Q1 2021

Apr 29, 2021

BUY
$85.59 - $97.58 $11,811 - $13,466
138 Added 3.57%
4,005 $387,000
Q4 2020

Jan 28, 2021

BUY
$89.04 - $97.31 $42,294 - $46,222
475 Added 14.0%
3,867 $354,000
Q3 2020

Oct 13, 2020

BUY
$79.21 - $88.56 $27,723 - $30,996
350 Added 11.51%
3,392 $300,000
Q2 2020

Jul 14, 2020

SELL
$76.02 - $91.91 $2,052 - $2,481
-27 Reduced 0.88%
3,042 $243,000
Q1 2020

Apr 27, 2020

SELL
$64.15 - $102.43 $898 - $1,434
-14 Reduced 0.45%
3,069 $248,000
Q4 2019

Feb 05, 2020

BUY
$86.66 - $97.17 $267,172 - $299,575
3,083 New
3,083 $294,000

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 $77.7B
  • 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
Track This Portfolio

Track Minot Wealth Management LLC Portfolio

Follow Minot Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Minot Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minot Wealth Management LLC with notifications on news.