A detailed history of Ritholtz Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,146 shares of DUK stock, worth $517,893. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,146
Previous 4,380 17.49%
Holding current value
$517,893
Previous $425,000 16.94%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$90.65 - $99.39 $69,437 - $76,132
766 Added 17.49%
5,146 $497,000
Q4 2023

Jan 18, 2024

BUY
$85.44 - $98.31 $3,161 - $3,637
37 Added 0.85%
4,380 $425,000
Q3 2023

Oct 13, 2023

BUY
$86.65 - $95.56 $28,161 - $31,057
325 Added 8.09%
4,343 $383,000
Q2 2023

Jul 14, 2023

SELL
$88.01 - $99.74 $62,399 - $70,715
-709 Reduced 15.0%
4,018 $360,000
Q1 2023

Apr 19, 2023

SELL
$91.55 - $105.65 $23,803 - $27,469
-260 Reduced 5.21%
4,727 $456,000
Q4 2022

Jan 18, 2023

SELL
$86.82 - $103.84 $454,676 - $543,810
-5,237 Reduced 51.22%
4,987 $0
Q3 2022

Oct 18, 2022

BUY
$24.9 - $110.88 $119,495 - $532,113
4,799 Added 88.46%
10,224 $951,000
Q2 2022

Jul 15, 2022

BUY
$97.82 - $115.43 $153,968 - $181,686
1,574 Added 40.87%
5,425 $582,000
Q1 2022

Apr 14, 2022

BUY
$97.04 - $111.66 $75,011 - $86,313
773 Added 25.11%
3,851 $430,000
Q4 2021

Jan 18, 2022

BUY
$96.62 - $104.9 $72,754 - $78,989
753 Added 32.39%
3,078 $323,000
Q3 2021

Oct 14, 2021

BUY
$97.05 - $107.93 $14,072 - $15,649
145 Added 6.65%
2,325 $227,000
Q2 2021

Jul 20, 2021

BUY
$96.28 - $103.74 $209,890 - $226,153
2,180 New
2,180 $215,000

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 $77.5B
  • 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...
More about DUK
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