A detailed history of Modera Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 22,246 shares of DUK stock, worth $2.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,246
Previous 21,653 2.74%
Holding current value
$2.4 Million
Previous $2.17 Million 18.16%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$99.35 - $117.71 $58,914 - $69,802
593 Added 2.74%
22,246 $2.56 Million
Q2 2024

Jul 29, 2024

BUY
$92.87 - $104.6 $23,774 - $26,777
256 Added 1.2%
21,653 $2.17 Million
Q1 2024

May 14, 2024

SELL
$90.65 - $99.39 $152,292 - $166,975
-1,680 Reduced 7.28%
21,397 $2.07 Million
Q4 2023

Feb 14, 2024

SELL
$85.44 - $98.31 $75,101 - $86,414
-879 Reduced 3.67%
23,077 $2.24 Million
Q3 2023

Nov 01, 2023

SELL
$86.65 - $95.56 $1.2 Million - $1.33 Million
-13,874 Reduced 36.67%
23,956 $2.11 Million
Q2 2023

Aug 07, 2023

BUY
$88.01 - $99.74 $3.33 Million - $3.77 Million
37,830 New
37,830 $3.39 Million

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 $83B
  • 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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