A detailed history of Phillips Wealth Planners LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,424 shares of DUK stock, worth $749,038. This represents 0.7% of its overall portfolio holdings.

Number of Shares
6,424
Previous 6,483 0.91%
Holding current value
$749,038
Previous $602 Million 9.72%
% of portfolio
0.7%
Previous 0.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$92.87 - $104.6 $5,479 - $6,171
-59 Reduced 0.91%
6,424 $661 Million
Q1 2024

Apr 29, 2024

BUY
$90.65 - $99.39 $59,466 - $65,199
656 Added 11.26%
6,483 $602 Million
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $108,081 - $124,362
1,265 Added 27.73%
5,827 $559 Million
Q3 2023

Oct 30, 2023

BUY
$86.65 - $95.56 $5,805 - $6,402
67 Added 1.49%
4,562 $400 Million
Q2 2023

Jul 26, 2023

BUY
$88.01 - $99.74 $38,460 - $43,586
437 Added 10.77%
4,495 $403 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $4,760 - $5,493
52 Added 1.3%
4,058 $402 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $347,800 - $415,983
4,006 New
4,006 $401 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 $89.8B
  • 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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.