A detailed history of Sheets Smith Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Sheets Smith Wealth Management holds 29,839 shares of DUK stock, worth $3.49 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
29,839
Previous 29,601 0.8%
Holding current value
$3.49 Million
Previous $2.86 Million 4.47%
% of portfolio
0.36%
Previous 0.32%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$92.87 - $104.6 $22,103 - $24,894
238 Added 0.8%
29,839 $2.99 Million
Q1 2024

May 08, 2024

BUY
$90.65 - $99.39 $23,206 - $25,443
256 Added 0.87%
29,601 $2.86 Million
Q4 2023

Feb 06, 2024

SELL
$85.44 - $98.31 $58,953 - $67,833
-690 Reduced 2.3%
29,345 $2.85 Million
Q3 2023

Oct 23, 2023

SELL
$86.65 - $95.56 $17,416 - $19,207
-201 Reduced 0.66%
30,035 $2.65 Million
Q2 2023

Aug 09, 2023

BUY
$88.01 - $99.74 $49,725 - $56,353
565 Added 1.9%
30,236 $2.71 Million
Q1 2023

May 26, 2023

BUY
$91.55 - $105.65 $2.71 Million - $3.12 Million
29,575 Added 30807.29%
29,671 $2.86 Million
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $2.72 Million - $3.13 Million
-29,668 Reduced 99.68%
96 $9,000
Q4 2022

Mar 08, 2023

BUY
$86.82 - $103.84 $85,864 - $102,697
989 Added 3.44%
29,764 $3.06 Million
Q3 2022

Nov 01, 2022

BUY
$24.9 - $110.88 $9,138 - $40,692
367 Added 1.29%
28,775 $2.68 Million
Q2 2022

Jul 27, 2022

SELL
$97.82 - $115.43 $37,367 - $44,094
-382 Reduced 1.33%
28,408 $3.05 Million
Q1 2022

May 02, 2022

SELL
$97.04 - $111.66 $70,839 - $81,511
-730 Reduced 2.47%
28,790 $3.22 Million
Q4 2021

Jan 20, 2022

SELL
$96.62 - $104.9 $2,705 - $2,937
-28 Reduced 0.09%
29,520 $3.1 Million
Q3 2021

Oct 15, 2021

SELL
$97.05 - $107.93 $56,483 - $62,815
-582 Reduced 1.93%
29,548 $2.88 Million
Q2 2021

Aug 03, 2021

SELL
$96.28 - $103.74 $4,814 - $5,187
-50 Reduced 0.17%
30,130 $2.97 Million
Q1 2021

Apr 23, 2021

BUY
$85.59 - $97.58 $26,104 - $29,761
305 Added 1.02%
30,180 $2.91 Million
Q4 2020

Jan 13, 2021

BUY
$89.04 - $97.31 $534 - $583
6 Added 0.02%
29,875 $2.74 Million
Q3 2020

Oct 26, 2020

BUY
$79.21 - $88.56 $81,348 - $90,951
1,027 Added 3.56%
29,869 $2.65 Million
Q2 2020

Jul 17, 2020

BUY
$76.02 - $91.91 $201,148 - $243,193
2,646 Added 10.1%
28,842 $2.3 Million
Q1 2020

Apr 28, 2020

BUY
$64.15 - $102.43 $563,686 - $900,052
8,787 Added 50.47%
26,196 $2.12 Million
Q4 2019

Jan 24, 2020

BUY
$86.66 - $97.17 $14,645 - $16,421
169 Added 0.98%
17,409 $1.59 Million
Q3 2019

Oct 28, 2019

SELL
$86.49 - $96.28 $207,489 - $230,975
-2,399 Reduced 12.22%
17,240 $1.65 Million
Q2 2019

Jul 12, 2019

BUY
$85.53 - $91.12 $2,138 - $2,278
25 Added 0.13%
19,639 $1.73 Million
Q1 2019

May 13, 2019

BUY
$83.66 - $91.53 $9,035 - $9,885
108 Added 0.55%
19,614 $1.77 Million
Q4 2018

Jan 11, 2019

BUY
$79.19 - $90.9 $431,981 - $495,859
5,455 Added 38.82%
19,506 $1.68 Million
Q3 2018

Oct 15, 2018

BUY
$78.09 - $83.47 $9,370 - $10,016
120 Added 0.86%
14,051 $1.12 Million
Q2 2018

Jul 26, 2018

BUY
$72.12 - $80.5 $74,139 - $82,754
1,028 Added 7.97%
13,931 $1.1 Million
Q1 2018

Apr 09, 2018

BUY
$74.32 - $83.23 $46,672 - $52,268
628 Added 5.12%
12,903 $1 Million
Q4 2017

Jan 12, 2018

BUY
$83.6 - $91.09 $8,360 - $9,109
100 Added 0.82%
12,275 $1.03 Million
Q3 2017

Oct 12, 2017

BUY
$83.92 - $88.34 $1.02 Million - $1.08 Million
12,175
12,175 $1.02 Million

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 $90B
  • 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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