A detailed history of Modern Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,537 shares of DUK stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,537
Previous 10,460 0.74%
Holding current value
$1.24 Million
Previous $1.21 Billion 6.29%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$105.87 - $121.97 $8,151 - $9,391
77 Added 0.74%
10,537 $1.29 Billion
Q4 2024

May 30, 2025

BUY
$105.76 - $120.76 $113,374 - $129,454
1,072 Added 10.17%
11,609 $1.25 Million
Q4 2024

May 29, 2025

BUY
$105.76 - $120.76 $78,156 - $89,241
739 Added 7.01%
11,276 $1.21 Million
Q4 2024

Feb 11, 2025

BUY
$105.76 - $120.76 $157,688 - $180,053
1,491 Added 16.62%
10,460 $1.21 Billion
Q3 2024

May 30, 2025

SELL
$99.35 - $117.71 $157,171 - $186,217
-1,582 Reduced 15.01%
8,955 $1.03 Million
Q3 2024

May 29, 2025

SELL
$99.35 - $117.71 $190,255 - $225,414
-1,915 Reduced 18.17%
8,622 $994,000
Q3 2024

Nov 05, 2024

BUY
$99.35 - $117.71 $89,415 - $105,939
900 Added 11.15%
8,969 $1.03 Billion
Q2 2024

May 29, 2025

SELL
$92.87 - $104.6 $230,596 - $259,721
-2,483 Reduced 23.56%
8,054 $807,000
Q2 2024

Aug 07, 2024

SELL
$92.87 - $104.6 $2,878 - $3,242
-31 Reduced 0.38%
8,069 $809 Million
Q1 2024

May 28, 2025

SELL
$90.65 - $99.39 $222,455 - $243,903
-2,454 Reduced 23.29%
8,083 $782 Million
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $511,537 - $560,857
5,643 Added 229.67%
8,100 $832 Million
Q4 2023

May 28, 2025

SELL
$85.44 - $98.31 $664,466 - $764,556
-7,777 Reduced 73.81%
2,760 $268 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $209,926 - $241,547
2,457 New
2,457 $238 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 $90.6B
  • 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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