Spire Wealth Management Duke Energy Corp Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Spire Wealth Management holds 6,411 shares of DUK stock, worth $719,121. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,411

Previous 6,664 3.8%

Holding current value

$719,121

Previous $667,000 10.79%

% of portfolio

0.03%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$99.35 - $117.71 $25,135 - $29,780	-253 Reduced 3.8%	6,411 $739,000
Q2 2024 Jul 31, 2024	SELL	$92.87 - $104.6 $226,881 - $255,537	-2,443 Reduced 26.83%	6,664 $667,000
Q1 2024 Apr 24, 2024	SELL	$90.65 - $99.39 $54,118 - $59,335	-597 Reduced 6.15%	9,107 $880,000
Q4 2023 Feb 06, 2024	SELL	$85.44 - $98.31 $24,948 - $28,706	-292 Reduced 2.92%	9,704 $941,000
Q3 2023 Nov 08, 2023	BUY	$86.65 - $95.56 $17,936 - $19,780	207 Added 2.11%	9,996 $882,000
Q2 2023 Aug 09, 2023	SELL	$88.01 - $99.74 $10,209 - $11,569	-116 Reduced 1.17%	9,789 $878,000
Q1 2023 May 09, 2023	BUY	$91.55 - $105.65 $279,044 - $322,021	3,048 Added 44.45%	9,905 $955,000
Q4 2022 Feb 03, 2023	BUY	$86.82 - $103.84 $136,654 - $163,444	1,574 Added 29.79%	6,857 $706,000
Q3 2022 Nov 07, 2022	SELL	$24.9 - $110.88 $231,271 - $1.03 Million	-9,288 Reduced 63.74%	5,283 $491,000
Q2 2022 Jul 22, 2022	SELL	$97.82 - $115.43 $337,576 - $398,348	-3,451 Reduced 19.15%	14,571 $1.56 Million
Q1 2022 Apr 18, 2022	SELL	$97.04 - $111.66 $907,518 - $1.04 Million	-9,352 Reduced 34.16%	18,022 $2.01 Million
Q4 2021 Jan 14, 2022	BUY	$96.62 - $104.9 $551,796 - $599,083	5,711 Added 26.36%	27,374 $2.87 Million
Q3 2021 Oct 22, 2021	BUY	$97.05 - $107.93 $37,267 - $41,445	384 Added 1.8%	21,663 $2.11 Million
Q2 2021 Jul 26, 2021	SELL	$96.28 - $103.74 $650,082 - $700,452	-6,752 Reduced 24.09%	21,279 $2.1 Million
Q1 2021 May 21, 2021	BUY	$85.59 - $97.58 $2.4 Million - $2.74 Million	28,031 New	28,031 $2.68 Million

Others Institutions Holding DUK

# of Institutions

2,283

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Duke Energy Corp Transaction History