A detailed history of Robertson Stephens Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,850 shares of DUK stock, worth $316,663. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,850
Previous 3,060 6.86%
Holding current value
$316,663
Previous $306,000 7.19%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$99.35 - $117.71 $20,863 - $24,719
-210 Reduced 6.86%
2,850 $328,000
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $2,693 - $3,033
29 Added 0.96%
3,060 $306,000
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $4,351 - $4,770
48 Added 1.61%
3,031 $293,000
Q4 2023

Feb 06, 2024

SELL
$85.44 - $98.31 $11,534 - $13,271
-135 Reduced 4.33%
2,983 $289,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $270,174 - $297,956
3,118 New
3,118 $275,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $197,839 - $228,309
2,161 New
2,161 $208,000
Q2 2020

Aug 12, 2020

SELL
$76.02 - $91.91 $283,706 - $343,008
-3,732 Closed
0 $0
Q1 2020

May 01, 2020

BUY
$64.15 - $102.43 $239,407 - $382,268
3,732 New
3,732 $302,000

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 $85.6B
  • 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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