Principle Wealth Partners LLC Duke Energy Corp Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Principle Wealth Partners LLC holds 40,236 shares of DUK stock, worth $4.73 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

40,236

Previous 41,812 3.77%

Holding current value

$4.73 Million

Previous $4.5 Million 8.95%

% of portfolio

0.38%

Previous 0.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$105.87 - $121.97 $166,851 - $192,224	-1,576 Reduced 3.77%	40,236 $4.91 Million
Q4 2024 Jan 29, 2025	BUY	$105.76 - $120.76 $623,772 - $712,242	5,898 Added 16.42%	41,812 $4.5 Million
Q2 2024 Aug 13, 2024	BUY	$92.87 - $104.6 $296,255 - $333,674	3,190 Added 9.75%	35,914 $3.6 Million
Q1 2024 Apr 23, 2024	BUY	$90.65 - $99.39 $527,129 - $577,952	5,815 Added 21.61%	32,724 $3.16 Million
Q4 2023 Feb 05, 2024	BUY	$85.44 - $98.31 $537,673 - $618,664	6,293 Added 30.52%	26,909 $2.61 Million
Q3 2023 Nov 01, 2023	BUY	$86.65 - $95.56 $134,307 - $148,118	1,550 Added 8.13%	20,616 $1.82 Million
Q2 2023 Jul 31, 2023	SELL	$88.01 - $99.74 $7,920 - $8,976	-90 Reduced 0.47%	19,066 $1.71 Million
Q1 2023 May 10, 2023	BUY	$91.55 - $105.65 $41,563 - $47,965	454 Added 2.43%	19,156 $1.85 Million
Q4 2022 Feb 02, 2023	SELL	$86.82 - $103.84 $46,969 - $56,177	-541 Reduced 2.81%	18,702 $1.93 Million
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $7,470 - $33,264	300 Added 1.58%	19,243 $1.79 Million
Q2 2022 Aug 02, 2022	SELL	$97.82 - $115.43 $209,041 - $246,673	-2,137 Reduced 10.14%	18,943 $2.03 Million
Q1 2022 May 12, 2022	SELL	$97.04 - $111.66 $3,202 - $3,684	-33 Reduced 0.16%	21,080 $2.35 Million
Q4 2021 Feb 11, 2022	SELL	$96.62 - $104.9 $40,483 - $43,953	-419 Reduced 1.95%	21,113 $2.22 Million
Q3 2021 Nov 16, 2021	BUY	$97.05 - $107.93 $82,492 - $91,740	850 Added 4.11%	21,532 $2.1 Million
Q2 2021 Aug 13, 2021	SELL	$96.28 - $103.74 $51,509 - $55,500	-535 Reduced 2.52%	20,682 $2.04 Million
Q1 2021 May 18, 2021	SELL	$85.59 - $97.58 $6,847 - $7,806	-80 Reduced 0.38%	21,217 $2.05 Million
Q4 2020 Feb 16, 2021	BUY	$89.04 - $97.31 $1.9 Million - $2.07 Million	21,297 New	21,297 $1.95 Million
Q3 2020 Nov 16, 2020	SELL	$79.21 - $88.56 $151,687 - $169,592	-1,915 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$76.02 - $91.91 $145,578 - $176,007	1,915 New	1,915 $153,000
Q3 2019 Nov 05, 2019	SELL	$86.49 - $96.28 $198,927 - $221,444	-2,300 Closed	0 $0
Q2 2019 Nov 05, 2019	BUY	$85.53 - $91.12 $196,719 - $209,576	2,300 New	2,300 $203,000

Others Institutions Holding DUK

# of Institutions

2,557

Shares Held

517M

Call Options Held

6.92M

Put Options Held

3.38M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $90.5B
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...

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Principle Wealth Partners LLC Duke Energy Corp Transaction History