A detailed history of Northern Oak Wealth Management Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 1,744 shares of DUK stock, worth $195,624. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,744
Previous 2,317 24.73%
Holding current value
$195,624
Previous $232,000 13.36%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 30, 2024

SELL
$99.35 - $117.71 $56,927 - $67,447
-573 Reduced 24.73%
1,744 $201,000
Q2 2024

Jul 26, 2024

SELL
$92.87 - $104.6 $1,857 - $2,092
-20 Reduced 0.86%
2,317 $232,000
Q1 2024

May 01, 2024

SELL
$90.65 - $99.39 $23,659 - $25,940
-261 Reduced 10.05%
2,337 $226,000
Q4 2023

Jan 11, 2024

SELL
$85.44 - $98.31 $21,787 - $25,069
-255 Reduced 8.94%
2,598 $252,000
Q3 2023

Oct 24, 2023

SELL
$86.65 - $95.56 $43,844 - $48,353
-506 Reduced 15.06%
2,853 $251,000
Q2 2023

Jul 31, 2023

SELL
$88.01 - $99.74 $76,656 - $86,873
-871 Reduced 20.59%
3,359 $301,000
Q1 2023

May 09, 2023

BUY
$91.55 - $105.65 $39,549 - $45,640
432 Added 11.37%
4,230 $408,000
Q4 2022

Feb 13, 2023

SELL
$86.82 - $103.84 $154,105 - $184,316
-1,775 Reduced 31.85%
3,798 $391,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $103,061 - $458,932
-4,139 Reduced 42.62%
5,573 $518,000
Q2 2022

Aug 16, 2022

SELL
$97.82 - $115.43 $92,439 - $109,081
-945 Reduced 8.87%
9,712 $1.04 Million
Q1 2022

May 24, 2022

SELL
$97.04 - $111.66 $25,424 - $29,254
-262 Reduced 2.4%
10,657 $1.19 Million
Q4 2021

Feb 16, 2022

BUY
$96.62 - $104.9 $59,711 - $64,828
618 Added 6.0%
10,919 $1.15 Million
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $56,191 - $62,491
579 Added 5.96%
10,301 $1.01 Million
Q2 2021

Aug 17, 2021

BUY
$96.28 - $103.74 $69,610 - $75,004
723 Added 8.03%
9,722 $960,000
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $152,949 - $174,375
1,787 Added 24.78%
8,999 $869,000
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $54,403 - $59,456
611 Added 9.26%
7,212 $660,000
Q3 2020

Nov 16, 2020

BUY
$79.21 - $88.56 $36,198 - $40,471
457 Added 7.44%
6,601 $585,000
Q2 2020

Aug 17, 2020

BUY
$76.02 - $91.91 $93,732 - $113,325
1,233 Added 25.11%
6,144 $491,000
Q1 2020

May 15, 2020

BUY
$64.15 - $102.43 $55,682 - $88,909
868 Added 21.47%
4,911 $397,000
Q4 2019

Jan 27, 2020

BUY
$86.66 - $97.17 $62,395 - $69,962
720 Added 21.67%
4,043 $368,000
Q3 2019

Oct 31, 2019

SELL
$86.49 - $96.28 $79,743 - $88,770
-922 Reduced 21.72%
3,323 $318,000
Q2 2019

Jul 30, 2019

BUY
$85.53 - $91.12 $6,243 - $6,651
73 Added 1.75%
4,245 $0
Q1 2019

Apr 24, 2019

BUY
$83.66 - $91.53 $13,887 - $15,193
166 Added 4.14%
4,172 $0
Q4 2018

Feb 14, 2019

SELL
$79.19 - $90.9 $17,580 - $20,179
-222 Reduced 5.25%
4,006 $345,000
Q3 2018

Nov 15, 2018

SELL
$78.09 - $83.47 $17,570 - $18,780
-225 Reduced 5.05%
4,228 $0
Q2 2018

Aug 13, 2018

SELL
$72.12 - $80.5 $260,858 - $291,168
-3,617 Reduced 44.82%
4,453 $0
Q1 2018

May 11, 2018

SELL
$74.32 - $83.23 $9,215 - $10,320
-124 Reduced 1.51%
8,070 $0
Q4 2017

Feb 16, 2018

SELL
$83.6 - $91.09 $683,931 - $745,207
-8,181 Closed
0 $0
Q3 2017

Nov 15, 2017

BUY
$83.92 - $88.34 $686,549 - $722,709
8,181
8,181 $0

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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