A detailed history of Spire Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Spire Wealth Management holds 9,107 shares of DUK stock, worth $908,969. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,107
Previous 9,704 6.15%
Holding current value
$908,969
Previous $941,000 6.48%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $76.9B
  • 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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