A detailed history of Pb Mares Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,886 shares of DUK stock, worth $527,150. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,886
Previous 4,800 1.79%
Holding current value
$527,150
Previous $481,000 17.05%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 25, 2024

BUY
$99.35 - $117.71 $8,544 - $10,123
86 Added 1.79%
4,886 $563,000
Q1 2024

Apr 29, 2024

SELL
$90.65 - $99.39 $40,429 - $44,327
-446 Reduced 8.5%
4,800 $464,000
Q4 2023

Jan 26, 2024

SELL
$85.44 - $98.31 $6,578 - $7,569
-77 Reduced 1.45%
5,246 $509,000
Q1 2023

Apr 27, 2023

BUY
$91.55 - $105.65 $93,655 - $108,079
1,023 Added 23.79%
5,323 $513,000
Q4 2022

Jan 31, 2023

BUY
$86.82 - $103.84 $63,465 - $75,907
731 Added 20.48%
4,300 $442,000
Q3 2022

Oct 25, 2022

SELL
$24.9 - $110.88 $10,109 - $45,017
-406 Reduced 10.21%
3,569 $332,000
Q2 2022

Jul 21, 2022

BUY
$97.82 - $115.43 $47,736 - $56,329
488 Added 13.99%
3,975 $426,000
Q1 2022

Apr 26, 2022

SELL
$97.04 - $111.66 $12,615 - $14,515
-130 Reduced 3.59%
3,487 $389,000
Q4 2021

Feb 02, 2022

BUY
$96.62 - $104.9 $27,053 - $29,372
280 Added 8.39%
3,617 $379,000
Q3 2021

Nov 02, 2021

BUY
$97.05 - $107.93 $79,775 - $88,718
822 Added 32.68%
3,337 $326,000
Q2 2021

Jul 13, 2021

SELL
$96.28 - $103.74 $5,102 - $5,498
-53 Reduced 2.06%
2,515 $248,000
Q1 2021

Apr 15, 2021

BUY
$85.59 - $97.58 $31,839 - $36,299
372 Added 16.94%
2,568 $248,000
Q4 2020

Jan 25, 2021

BUY
$89.04 - $97.31 $195,531 - $213,692
2,196 New
2,196 $201,000
Q3 2020

Oct 21, 2020

SELL
$79.21 - $88.56 $208,401 - $233,001
-2,631 Closed
0 $0
Q2 2020

Jul 14, 2020

SELL
$76.02 - $91.91 $25,466 - $30,789
-335 Reduced 11.29%
2,631 $210,000
Q1 2020

Apr 17, 2020

BUY
$64.15 - $102.43 $12,830 - $20,486
200 Added 7.23%
2,966 $240,000
Q4 2019

Feb 04, 2020

BUY
$86.66 - $97.17 $239,701 - $268,772
2,766 New
2,766 $252,000

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 $83.1B
  • 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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