Triangle Securities Wealth Management Duke Energy Corp Transaction History

Triangle Securities Wealth Management

$372 Million
Q1 2025

A detailed history of Triangle Securities Wealth Management transactions in Duke Energy Corp stock. As of the latest transaction made, Triangle Securities Wealth Management holds 30,824 shares of DUK stock, worth $3.72 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

30,824

Previous 30,589 0.77%

Holding current value

$3.72 Million

Previous $3.3 Million 14.08%

% of portfolio

1.01%

Previous 0.88%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$105.87 - $121.97 $24,879 - $28,662	235 Added 0.77%	30,824 $3.76 Million
Q4 2024 Jan 15, 2025	BUY	$105.76 - $120.76 $107,875 - $123,175	1,020 Added 3.45%	30,589 $3.3 Million
Q3 2024 Nov 14, 2024	SELL	$99.35 - $117.71 $69,545 - $82,397	-700 Reduced 2.31%	29,569 $3.41 Million
Q2 2024 Jul 10, 2024	BUY	$92.87 - $104.6 $185,182 - $208,572	1,994 Added 7.05%	30,269 $3.03 Million
Q1 2024 Apr 10, 2024	BUY	$90.65 - $99.39 $114,400 - $125,430	1,262 Added 4.67%	28,275 $2.73 Million
Q4 2023 Jan 10, 2024	BUY	$85.44 - $98.31 $113,891 - $131,047	1,333 Added 5.19%	27,013 $2.62 Million
Q3 2023 Oct 10, 2023	BUY	$86.65 - $95.56 $34,660 - $38,224	400 Added 1.58%	25,680 $2.27 Million
Q2 2023 Jul 13, 2023	SELL	$88.01 - $99.74 $24,026 - $27,229	-273 Reduced 1.07%	25,280 $2.27 Million
Q1 2023 Apr 20, 2023	SELL	$91.55 - $105.65 $27,465 - $31,695	-300 Reduced 1.16%	25,553 $2.47 Million
Q4 2022 Jan 11, 2023	BUY	$86.82 - $103.84 $29,431 - $35,201	339 Added 1.33%	25,853 $0
Q3 2022 Oct 19, 2022	SELL	$24.9 - $110.88 $8,142 - $36,257	-327 Reduced 1.27%	25,514 $2.37 Million
Q2 2022 Jul 11, 2022	SELL	$97.82 - $115.43 $16,629 - $19,623	-170 Reduced 0.65%	25,841 $2.77 Million
Q1 2022 Apr 13, 2022	SELL	$97.04 - $111.66 $2,426 - $2,791	-25 Reduced 0.1%	26,011 $2.9 Million
Q4 2021 Jan 14, 2022	SELL	$96.62 - $104.9 $2,222 - $2,412	-23 Reduced 0.09%	26,036 $2.73 Million
Q3 2021 Oct 14, 2021	BUY	$97.05 - $107.93 $8,928 - $9,929	92 Added 0.35%	26,059 $2.54 Million
Q2 2021 Jul 12, 2021	BUY	$96.28 - $103.74 $577 - $622	6 Added 0.02%	25,967 $2.56 Million
Q1 2021 Apr 12, 2021	BUY	$85.59 - $97.58 $38,601 - $44,008	451 Added 1.77%	25,961 $2.51 Million
Q4 2020 Jan 11, 2021	SELL	$89.04 - $97.31 $38,821 - $42,427	-436 Reduced 1.68%	25,510 $2.34 Million
Q3 2020 Oct 09, 2020	BUY	$79.21 - $88.56 $45,308 - $50,656	572 Added 2.25%	25,946 $2.3 Million
Q2 2020 Jul 08, 2020	BUY	$76.02 - $91.91 $230,948 - $279,222	3,038 Added 13.6%	25,374 $2.03 Million
Q1 2020 Apr 06, 2020	BUY	$64.15 - $102.43 $63,251 - $100,995	986 Added 4.62%	22,336 $1.81 Million
Q4 2019 Jan 09, 2020	SELL	$86.66 - $97.17 $139,262 - $156,152	-1,607 Reduced 7.0%	21,350 $1.95 Million
Q3 2019 Oct 15, 2019	BUY	$86.49 - $96.28 $54,229 - $60,367	627 Added 2.81%	22,957 $2.2 Million
Q2 2019 Jul 10, 2019	BUY	$85.53 - $91.12 $80,056 - $85,288	936 Added 4.38%	22,330 $2 Million
Q1 2019 Apr 08, 2019	SELL	$83.66 - $91.53 $513,588 - $561,902	-6,139 Reduced 22.3%	21,394 $1.93 Million
Q4 2018 Jan 17, 2019	BUY	$79.19 - $90.9 $81,011 - $92,990	1,023 Added 3.86%	27,533 $2.38 Million
Q3 2018 Oct 04, 2018	SELL	$78.09 - $83.47 $57,005 - $60,933	-730 Reduced 2.68%	26,510 $2.12 Million
Q2 2018 Jul 12, 2018	SELL	$72.12 - $80.5 $47,887 - $53,452	-664 Reduced 2.38%	27,240 $2.15 Million
Q1 2018 Apr 11, 2018	SELL	$74.32 - $83.23 $5,871 - $6,575	-79 Reduced 0.28%	27,904 $2.16 Million
Q4 2017 Jan 10, 2018	SELL	$83.6 - $91.09 $12,874 - $14,027	-154 Reduced 0.55%	27,983 $2.35 Million
Q3 2017 Oct 11, 2017	BUY	$83.92 - $88.34 $2.36 Million - $2.49 Million	28,137	28,137 $2.36 Million

Others Institutions Holding DUK

# of Institutions

2,425

Shares Held

484M

Call Options Held

4.73M

Put Options Held

3.31M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $92.9B
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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Account

Triangle Securities Wealth Management Duke Energy Corp Transaction History