A detailed history of New Edge Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,797 shares of DUK stock, worth $650,249. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,797
Previous 2,862 102.55%
Holding current value
$650,249
Previous $286,000 133.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $291,592 - $345,478
2,935 Added 102.55%
5,797 $668,000
Q2 2024

Aug 01, 2024

SELL
$92.87 - $104.6 $53,214 - $59,935
-573 Reduced 16.68%
2,862 $286,000
Q1 2024

May 06, 2024

BUY
$90.65 - $99.39 $311,382 - $341,404
3,435 New
3,435 $332,000
Q2 2022

Aug 09, 2022

BUY
$97.82 - $115.43 $1.25 Million - $1.48 Million
12,820 New
12,820 $1.37 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 $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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.