A detailed history of Spartan Planning & Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 594 shares of DUK stock, worth $64,086. This represents 0.06% of its overall portfolio holdings.

Number of Shares
594
Previous 2 29600.0%
Holding current value
$64,086
Previous $0 Infinity%
% of portfolio
0.06%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$85.44 - $98.31 $50,580 - $58,199
592 Added 29600.0%
594 $57,000
Q3 2023

Nov 17, 2023

SELL
$86.65 - $95.56 $16,723 - $18,443
-193 Reduced 98.97%
2 $0
Q4 2022

Feb 01, 2023

BUY
$86.82 - $103.84 $16,756 - $20,041
193 Added 9650.0%
195 $20,000
Q3 2022

Nov 01, 2022

SELL
$24.9 - $110.88 $11,130 - $49,563
-447 Reduced 99.55%
2 $0
Q2 2022

Aug 10, 2022

BUY
$97.82 - $115.43 $3,521 - $4,155
36 Added 8.72%
449 $48,000
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $40,077 - $46,115
413 New
413 $46,000

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 $83.1B
  • 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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