A detailed history of Mission Wealth Management, LP transactions in Duke Energy Corp stock. As of the latest transaction made, Mission Wealth Management, LP holds 17,379 shares of DUK stock, worth $1.95 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,379
Previous 15,087 15.19%
Holding current value
$1.95 Million
Previous $1.51 Million 32.47%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 31, 2024

BUY
$99.35 - $117.71 $227,710 - $269,791
2,292 Added 15.19%
17,379 $2 Million
Q2 2024

Aug 02, 2024

SELL
$92.87 - $104.6 $138,562 - $156,063
-1,492 Reduced 9.0%
15,087 $1.51 Million
Q1 2024

Apr 30, 2024

BUY
$90.65 - $99.39 $166,252 - $182,281
1,834 Added 12.44%
16,579 $1.6 Million
Q4 2023

Feb 05, 2024

BUY
$85.44 - $98.31 $297,843 - $342,708
3,486 Added 30.96%
14,745 $1.43 Million
Q3 2023

Oct 23, 2023

SELL
$86.65 - $95.56 $20,969 - $23,125
-242 Reduced 2.1%
11,259 $993,000
Q2 2023

Aug 04, 2023

BUY
$88.01 - $99.74 $202,511 - $229,501
2,301 Added 25.01%
11,501 $1.03 Million
Q1 2023

Apr 07, 2023

SELL
$91.55 - $105.65 $188,409 - $217,427
-2,058 Reduced 18.28%
9,200 $887,000
Q4 2022

Feb 02, 2023

BUY
$86.82 - $103.84 $653,841 - $782,019
7,531 Added 202.07%
11,258 $1.16 Million
Q3 2022

Oct 12, 2022

BUY
$24.9 - $110.88 $30,178 - $134,386
1,212 Added 48.19%
3,727 $347,000
Q2 2022

Jul 27, 2022

SELL
$97.82 - $115.43 $24,650 - $29,088
-252 Reduced 9.11%
2,515 $270,000
Q1 2022

Apr 25, 2022

BUY
$97.04 - $111.66 $3,881 - $4,466
40 Added 1.47%
2,767 $309,000
Q4 2021

Feb 11, 2022

SELL
$96.62 - $104.9 $120,871 - $131,229
-1,251 Reduced 31.45%
2,727 $286,000
Q3 2021

Nov 05, 2021

SELL
$97.05 - $107.93 $256,309 - $285,043
-2,641 Reduced 39.9%
3,978 $388,000
Q2 2021

Aug 10, 2021

BUY
$96.28 - $103.74 $229,242 - $247,004
2,381 Added 56.18%
6,619 $653,000
Q1 2021

May 10, 2021

BUY
$85.59 - $97.58 $58,115 - $66,256
679 Added 19.08%
4,238 $409,000
Q4 2020

Jan 19, 2021

SELL
$89.04 - $97.31 $60,102 - $65,684
-675 Reduced 15.94%
3,559 $326,000
Q3 2020

Oct 16, 2020

BUY
$79.21 - $88.56 $83,883 - $93,785
1,059 Added 33.35%
4,234 $375,000
Q2 2020

Aug 03, 2020

BUY
$76.02 - $91.91 $52,833 - $63,877
695 Added 28.02%
3,175 $254,000
Q1 2020

Apr 10, 2020

BUY
$64.15 - $102.43 $4,426 - $7,067
69 Added 2.86%
2,480 $201,000
Q4 2019

Jan 21, 2020

BUY
$86.66 - $97.17 $2,773 - $3,109
32 Added 1.35%
2,411 $220,000
Q3 2019

Oct 16, 2019

SELL
$86.49 - $96.28 $78,792 - $87,711
-911 Reduced 27.69%
2,379 $228,000
Q2 2019

Aug 09, 2019

BUY
$85.53 - $91.12 $281,393 - $299,784
3,290 New
3,290 $290,000

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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