A detailed history of Tradition Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 2,270 shares of DUK stock, worth $257,735. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,270
Previous 2,257 0.58%
Holding current value
$257,735
Previous $226,000 15.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$99.35 - $117.71 $1,291 - $1,530
13 Added 0.58%
2,270 $261,000
Q2 2024

Aug 12, 2024

BUY
$92.87 - $104.6 $2,228 - $2,510
24 Added 1.07%
2,257 $226,000
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $1,450 - $1,590
16 Added 0.72%
2,233 $215,000
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $1,281 - $1,474
15 Added 0.68%
2,217 $215,000
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $1,992 - $2,197
23 Added 1.06%
2,202 $194,000
Q2 2023

Aug 14, 2023

BUY
$88.01 - $99.74 $1,320 - $1,496
15 Added 0.69%
2,179 $196,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $7,415 - $8,557
81 Added 3.89%
2,164 $209,000
Q4 2022

Feb 03, 2023

BUY
$86.82 - $103.84 $2,430 - $2,907
28 Added 1.36%
2,083 $215,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $12,723 - $56,659
511 Added 33.1%
2,055 $191,000
Q2 2022

Aug 02, 2022

BUY
$97.82 - $115.43 $782 - $923
8 Added 0.52%
1,544 $166,000
Q1 2022

May 11, 2022

BUY
$97.04 - $111.66 $776 - $893
8 Added 0.52%
1,536 $172,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $676 - $734
7 Added 0.46%
1,528 $160,000
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $776 - $863
8 Added 0.53%
1,521 $148,000
Q2 2021

Aug 09, 2021

BUY
$96.28 - $103.74 $770 - $829
8 Added 0.53%
1,513 $149,000
Q1 2021

May 14, 2021

BUY
$85.59 - $97.58 $684 - $780
8 Added 0.53%
1,505 $145,000
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $133,292 - $145,673
1,497 New
1,497 $137,000

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 $87.4B
  • 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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