A detailed history of Transform Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 3,864 shares of DUK stock, worth $433,424. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,864
Previous 3,861 0.08%
Holding current value
$433,424
Previous $386,000 15.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$99.35 - $117.71 $298 - $353
3 Added 0.08%
3,864 $445,000
Q2 2024

Jul 15, 2024

SELL
$92.87 - $104.6 $21,174 - $23,848
-228 Reduced 5.58%
3,861 $386,000
Q1 2024

Apr 15, 2024

BUY
$90.65 - $99.39 $6,254 - $6,857
69 Added 1.72%
4,089 $395,000
Q4 2023

Jan 18, 2024

SELL
$85.44 - $98.31 $36,910 - $42,469
-432 Reduced 9.7%
4,020 $390,000
Q3 2023

Oct 10, 2023

SELL
$86.65 - $95.56 $220,350 - $243,009
-2,543 Reduced 36.35%
4,452 $392,000
Q2 2023

Jul 13, 2023

BUY
$88.01 - $99.74 $1,232 - $1,396
14 Added 0.2%
6,995 $627,000
Q1 2023

Apr 14, 2023

BUY
$91.55 - $105.65 $84,866 - $97,937
927 Added 15.31%
6,981 $673,000
Q4 2022

Jan 12, 2023

BUY
$86.82 - $103.84 $97,238 - $116,300
1,120 Added 22.7%
6,054 $0
Q3 2022

Oct 21, 2022

SELL
$24.9 - $110.88 $9,387 - $41,801
-377 Reduced 7.1%
4,934 $459,000
Q2 2022

Jul 15, 2022

SELL
$97.82 - $115.43 $9,195 - $10,850
-94 Reduced 1.74%
5,311 $569,000
Q1 2022

Apr 25, 2022

SELL
$97.04 - $111.66 $20,378 - $23,448
-210 Reduced 3.74%
5,405 $604,000
Q4 2021

Jan 26, 2022

SELL
$96.62 - $104.9 $60,870 - $66,087
-630 Reduced 10.09%
5,615 $589,000
Q3 2021

Oct 15, 2021

SELL
$97.05 - $107.93 $83,560 - $92,927
-861 Reduced 12.12%
6,245 $609,000
Q2 2021

Jul 20, 2021

BUY
$96.28 - $103.74 $1,636 - $1,763
17 Added 0.24%
7,106 $702,000
Q1 2021

Apr 22, 2021

BUY
$85.59 - $97.58 $2,225 - $2,537
26 Added 0.37%
7,089 $684,000
Q4 2020

Jan 20, 2021

BUY
$89.04 - $97.31 $72,389 - $79,113
813 Added 13.01%
7,063 $647,000
Q3 2020

Oct 21, 2020

SELL
$79.21 - $88.56 $15,841 - $17,712
-200 Reduced 3.1%
6,250 $553,000
Q2 2020

Jul 22, 2020

SELL
$76.02 - $91.91 $68,418 - $82,719
-900 Reduced 12.24%
6,450 $515,000
Q1 2020

Apr 30, 2020

BUY
$64.15 - $102.43 $9,622 - $15,364
150 Added 2.08%
7,350 $594,000
Q4 2019

Jan 24, 2020

SELL
$86.66 - $97.17 $86,660 - $97,170
-1,000 Reduced 12.2%
7,200 $657,000
Q3 2019

Oct 24, 2019

BUY
$86.49 - $96.28 $25,947 - $28,884
300 Added 3.8%
8,200 $786,000
Q2 2019

Jul 30, 2019

SELL
$85.53 - $91.12 $1.53 Million - $1.63 Million
-17,850 Reduced 69.32%
7,900 $697,000
Q1 2019

Apr 12, 2019

SELL
$83.66 - $91.53 $343,006 - $375,273
-4,100 Reduced 13.74%
25,750 $2.32 Million
Q4 2018

Jan 30, 2019

BUY
$79.19 - $90.9 $47,514 - $54,540
600 Added 2.05%
29,850 $2.58 Million
Q3 2018

Oct 25, 2018

SELL
$78.09 - $83.47 $114,011 - $121,866
-1,460 Reduced 4.75%
29,250 $2.34 Million
Q2 2018

Aug 03, 2018

SELL
$72.12 - $80.5 $453,274 - $505,942
-6,285 Reduced 16.99%
30,710 $2.43 Million
Q1 2018

May 03, 2018

SELL
$74.32 - $83.23 $1.1 Million - $1.23 Million
-14,830 Reduced 28.62%
36,995 $2.87 Million
Q4 2017

Feb 08, 2018

BUY
$83.6 - $91.09 $4.33 Million - $4.72 Million
51,825
51,825 $4.36 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 $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
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