A detailed history of Waddell & Associates, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Waddell & Associates, LLC holds 3,654 shares of DUK stock, worth $364,705. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,654
Previous 4,698 22.22%
Holding current value
$364,705
Previous $455,000 22.42%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$90.65 - $99.39 $94,638 - $103,763
-1,044 Reduced 22.22%
3,654 $353,000
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $5,639 - $6,488
66 Added 1.42%
4,698 $455,000
Q3 2023

Nov 07, 2023

SELL
$86.65 - $95.56 $3,032 - $3,344
-35 Reduced 0.75%
4,632 $408,000
Q2 2023

Aug 07, 2023

BUY
$88.01 - $99.74 $410,742 - $465,486
4,667 New
4,667 $418,000
Q4 2022

Feb 09, 2023

BUY
$86.82 - $103.84 $3,733 - $4,465
43 Added 1.71%
2,554 $262,000
Q2 2022

Jul 27, 2022

BUY
$97.82 - $115.43 $245,626 - $289,844
2,511 New
2,511 $269,000

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 $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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