A detailed history of Private Wealth Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Private Wealth Partners, LLC holds 15,982 shares of DUK stock, worth $1.79 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,982
Previous 15,889 0.59%
Holding current value
$1.79 Million
Previous $1.59 Million 15.7%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Oct 29, 2024

BUY
$99.35 - $117.71 $9,239 - $10,947
93 Added 0.59%
15,982 $1.84 Million
Q2 2024

Aug 07, 2024

SELL
$92.87 - $104.6 $1,114 - $1,255
-12 Reduced 0.08%
15,889 $1.59 Million
Q1 2024

May 08, 2024

BUY
$90.65 - $99.39 $31,727 - $34,786
350 Added 2.25%
15,901 $1.54 Million
Q4 2023

Feb 02, 2024

BUY
$85.44 - $98.31 $185,832 - $213,824
2,175 Added 16.26%
15,551 $1.51 Million
Q3 2023

Nov 06, 2023

SELL
$86.65 - $95.56 $58,228 - $64,216
-672 Reduced 4.78%
13,376 $1.18 Million
Q2 2023

Aug 03, 2023

BUY
$88.01 - $99.74 $16,985 - $19,249
193 Added 1.39%
14,048 $1.26 Million
Q1 2023

May 03, 2023

SELL
$91.55 - $105.65 $230,156 - $265,604
-2,514 Reduced 15.36%
13,855 $1.34 Million
Q4 2022

Jan 25, 2023

BUY
$86.82 - $103.84 $25,611 - $30,632
295 Added 1.84%
16,369 $0
Q3 2022

Oct 26, 2022

SELL
$24.9 - $110.88 $2,490 - $11,088
-100 Reduced 0.62%
16,074 $1.5 Million
Q2 2022

Aug 02, 2022

SELL
$97.82 - $115.43 $4,304 - $5,078
-44 Reduced 0.27%
16,174 $1.73 Million
Q1 2022

May 02, 2022

SELL
$97.04 - $111.66 $67,151 - $77,268
-692 Reduced 4.09%
16,218 $1.81 Million
Q4 2021

Feb 07, 2022

BUY
$96.62 - $104.9 $236,429 - $256,690
2,447 Added 16.92%
16,910 $1.77 Million
Q3 2021

Nov 12, 2021

SELL
$97.05 - $107.93 $19,410 - $21,586
-200 Reduced 1.36%
14,463 $1.41 Million
Q2 2021

Aug 12, 2021

BUY
$96.28 - $103.74 $14,442 - $15,561
150 Added 1.03%
14,663 $1.45 Million
Q1 2021

May 04, 2021

BUY
$85.59 - $97.58 $55,890 - $63,719
653 Added 4.71%
14,513 $1.4 Million
Q4 2020

Feb 03, 2021

BUY
$89.04 - $97.31 $89,040 - $97,310
1,000 Added 7.78%
13,860 $1.27 Million
Q3 2020

Oct 29, 2020

BUY
$79.21 - $88.56 $1,584 - $1,771
20 Added 0.16%
12,860 $1.14 Million
Q2 2020

Jul 31, 2020

SELL
$76.02 - $91.91 $41,050 - $49,631
-540 Reduced 4.04%
12,840 $1.03 Million
Q1 2020

Apr 24, 2020

SELL
$64.15 - $102.43 $519,615 - $829,683
-8,100 Reduced 37.71%
13,380 $1.08 Million
Q4 2019

Jan 29, 2020

BUY
$86.66 - $97.17 $100,785 - $113,008
1,163 Added 5.72%
21,480 $1.96 Million
Q3 2019

Nov 12, 2019

BUY
$86.49 - $96.28 $66,337 - $73,846
767 Added 3.92%
20,317 $1.95 Million
Q2 2019

Aug 06, 2019

BUY
$85.53 - $91.12 $13,428 - $14,305
157 Added 0.81%
19,550 $1.73 Million
Q1 2019

May 02, 2019

BUY
$83.66 - $91.53 $1.34 Million - $1.46 Million
16,001 Added 471.73%
19,393 $1.75 Million
Q4 2018

Feb 13, 2019

BUY
$79.19 - $90.9 $54,799 - $62,902
692 Added 25.63%
3,392 $293,000
Q2 2018

Aug 10, 2018

SELL
$72.12 - $80.5 $22,934 - $25,599
-318 Reduced 10.54%
2,700 $214,000
Q1 2018

May 15, 2018

BUY
$74.32 - $83.23 $23,633 - $26,467
318 Added 11.78%
3,018 $234,000
Q3 2017

Nov 06, 2017

BUY
$83.92 - $88.34 $226,584 - $238,518
2,700
2,700 $227,000

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 $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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