True Private Wealth Advisors Duke Energy Corp Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

A detailed history of True Private Wealth Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, True Private Wealth Advisors holds 3,342 shares of DUK stock, worth $374,872. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,342

Previous 3,405 1.85%

Holding current value

$374,872

Previous $341,000 12.9%

% of portfolio

0.05%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$99.35 - $117.71 $6,259 - $7,415	-63 Reduced 1.85%	3,342 $385,000
Q2 2024 Jul 16, 2024	SELL	$92.87 - $104.6 $19,131 - $21,547	-206 Reduced 5.7%	3,405 $341,000
Q1 2024 Apr 25, 2024	SELL	$90.65 - $99.39 $543 - $596	-6 Reduced 0.17%	3,611 $349,000
Q4 2023 Jan 30, 2024	BUY	$85.44 - $98.31 $17,856 - $20,546	209 Added 6.13%	3,617 $350,000
Q3 2023 Nov 13, 2023	BUY	$86.65 - $95.56 $73,479 - $81,034	848 Added 33.13%	3,408 $300,000
Q2 2023 Aug 11, 2023	BUY	$88.01 - $99.74 $24,730 - $28,026	281 Added 12.33%	2,560 $229,000
Q1 2023 May 11, 2023	BUY	$91.55 - $105.65 $457 - $528	5 Added 0.22%	2,279 $219,000
Q4 2022 Feb 14, 2023	BUY	$86.82 - $103.84 $5,296 - $6,334	61 Added 2.76%	2,274 $234,000
Q3 2022 Nov 04, 2022	SELL	$24.9 - $110.88 $199 - $887	-8 Reduced 0.36%	2,213 $205,000
Q2 2022 Jul 28, 2022	BUY	$97.82 - $115.43 $13,401 - $15,813	137 Added 6.57%	2,221 $238,000
Q1 2022 May 09, 2022	BUY	$97.04 - $111.66 $1,261 - $1,451	13 Added 0.63%	2,084 $230,000
Q4 2021 Feb 11, 2022	BUY	$96.62 - $104.9 $200,100 - $217,247	2,071 New	2,071 $217,000
Q1 2021 May 12, 2021	SELL	$85.59 - $97.58 $72,837 - $83,040	-851 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$89.04 - $97.31 $8,636 - $9,439	-97 Reduced 10.23%	851 $77,000
Q3 2020 Oct 09, 2020	BUY	$79.21 - $88.56 $33,901 - $37,903	428 Added 82.31%	948 $83,000
Q2 2020 Jul 07, 2020	BUY	$76.02 - $91.91 $8,970 - $10,845	118 Added 29.35%	520 $41,000
Q1 2020 Apr 20, 2020	BUY	$64.15 - $102.43 $14,433 - $23,046	225 Added 127.12%	402 $32,000
Q4 2019 Jan 27, 2020	BUY	$86.66 - $97.17 $15,338 - $17,199	177 New	177 $16,000
Q3 2019 Oct 09, 2019	SELL	$86.49 - $96.28 $180,158 - $200,551	-2,083 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$85.53 - $91.12 $178,158 - $189,802	2,083 New	2,083 $183,000
Q1 2019 Apr 25, 2019	SELL	$83.66 - $91.53 $195,429 - $213,814	-2,336 Closed	0 $0
Q4 2018 Jan 14, 2019	BUY	$79.19 - $90.9 $67,390 - $77,355	851 Added 57.31%	2,336 $201,000
Q3 2018 Oct 18, 2018	BUY	$78.09 - $83.47 $115,963 - $123,952	1,485 New	1,485 $0

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...

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True Private Wealth Advisors Duke Energy Corp Transaction History