A detailed history of Sea Crest Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,839 shares of DUK stock, worth $654,960. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,839
Previous 6,093 4.17%
Holding current value
$654,960
Previous $610,000 10.33%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024

SELL
$99.35 - $117.71 $25,234 - $29,898
-254 Reduced 4.17%
5,839 $673,000
Q2 2024

Jul 19, 2024

BUY
$92.87 - $104.6 $9,101 - $10,250
98 Added 1.63%
6,093 $610,000
Q1 2024

Apr 18, 2024

SELL
$90.65 - $99.39 $382,543 - $419,425
-4,220 Reduced 41.31%
5,995 $579,000
Q4 2023

Jan 18, 2024

BUY
$85.44 - $98.31 $19,309 - $22,218
226 Added 2.26%
10,215 $991,000
Q3 2023

Oct 12, 2023

BUY
$86.65 - $95.56 $7,191 - $7,931
83 Added 0.84%
9,989 $881,000
Q2 2023

Jul 14, 2023

BUY
$88.01 - $99.74 $49,021 - $55,555
557 Added 5.96%
9,906 $888,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $27,373 - $31,589
299 Added 3.3%
9,349 $901,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $18,058 - $21,598
-208 Reduced 2.25%
9,050 $931,000
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $33,141 - $147,581
-1,331 Reduced 12.57%
9,258 $861,000
Q2 2022

Aug 09, 2022

BUY
$97.82 - $115.43 $49,301 - $58,176
504 Added 5.0%
10,589 $1.14 Million
Q1 2022

May 16, 2022

SELL
$97.04 - $111.66 $42,406 - $48,795
-437 Reduced 4.15%
10,085 $1.13 Million
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $39,517 - $42,904
409 Added 4.04%
10,522 $1.1 Million
Q3 2021

Nov 16, 2021

BUY
$97.05 - $107.93 $103,746 - $115,377
1,069 Added 11.82%
10,113 $987,000
Q2 2021

Aug 12, 2021

BUY
$96.28 - $103.74 $6,450 - $6,950
67 Added 0.75%
9,044 $893,000
Q1 2021

May 17, 2021

SELL
$85.59 - $97.58 $18,316 - $20,882
-214 Reduced 2.33%
8,977 $867,000
Q4 2020

Feb 09, 2021

SELL
$89.04 - $97.31 $8,013 - $8,757
-90 Reduced 0.97%
9,191 $842,000
Q3 2020

Nov 12, 2020

SELL
$79.21 - $88.56 $8,792 - $9,830
-111 Reduced 1.18%
9,281 $822,000
Q2 2020

Jul 27, 2020

SELL
$76.02 - $91.91 $11,935 - $14,429
-157 Reduced 1.64%
9,392 $750,000
Q1 2020

May 13, 2020

BUY
$64.15 - $102.43 $46,444 - $74,159
724 Added 8.2%
9,549 $772,000
Q4 2019

Jan 22, 2020

BUY
$86.66 - $97.17 $53,295 - $59,759
615 Added 7.49%
8,825 $805,000
Q3 2019

Oct 15, 2019

BUY
$86.49 - $96.28 $9,254 - $10,301
107 Added 1.32%
8,210 $787,000
Q2 2019

Jul 19, 2019

BUY
$85.53 - $91.12 $41,567 - $44,284
486 Added 6.38%
8,103 $715,000
Q1 2019

May 10, 2019

SELL
$83.66 - $91.53 $28,444 - $31,120
-340 Reduced 4.27%
7,617 $686,000
Q4 2018

Feb 13, 2019

BUY
$79.19 - $90.9 $74,121 - $85,082
936 Added 13.33%
7,957 $687,000
Q3 2018

Nov 14, 2018

SELL
$78.09 - $83.47 $27,800 - $29,715
-356 Reduced 4.83%
7,021 $562,000
Q2 2018

Aug 03, 2018

SELL
$72.12 - $80.5 $9,664 - $10,787
-134 Reduced 1.78%
7,377 $583,000
Q1 2018

Apr 20, 2018

SELL
$74.32 - $83.23 $7,283 - $8,156
-98 Reduced 1.29%
7,511 $582,000
Q4 2017

Feb 02, 2018

BUY
$83.6 - $91.09 $636,112 - $693,103
7,609
7,609 $640,000

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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