A detailed history of Portside Wealth Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 10,695 shares of DUK stock, worth $1.15 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,695
Previous 10,116 5.72%
Holding current value
$1.15 Million
Previous $1.01 Billion 21.62%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Oct 31, 2024

BUY
$99.35 - $117.71 $57,523 - $68,154
579 Added 5.72%
10,695 $1.23 Billion
Q2 2024

Jul 18, 2024

SELL
$92.87 - $104.6 $75,317 - $84,830
-811 Reduced 7.42%
10,116 $1.01 Billion
Q1 2024

Apr 17, 2024

BUY
$90.65 - $99.39 $134,977 - $147,991
1,489 Added 15.78%
10,927 $1.06 Billion
Q4 2023

Jan 16, 2024

SELL
$85.44 - $98.31 $100,733 - $115,907
-1,179 Reduced 11.1%
9,438 $916 Million
Q3 2023

Oct 27, 2023

BUY
$86.65 - $95.56 $69,579 - $76,734
803 Added 8.18%
10,617 $933 Million
Q2 2023

Sep 01, 2023

SELL
$88.01 - $99.74 $34 Million - $38.5 Million
-385,986 Reduced 97.52%
9,814 $881 Million
Q2 2023

Aug 01, 2023

BUY
$88.01 - $99.74 $34.8 Million - $39.5 Million
395,800 New
395,800 $35.5 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 $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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