A detailed history of Waldron Private Wealth LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Waldron Private Wealth LLC holds 3,437 shares of DUK stock, worth $380,407. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,437
Previous 3,298 4.21%
Holding current value
$380,407
Previous $330,000 20.0%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$99.35 - $117.71 $13,809 - $16,361
139 Added 4.21%
3,437 $396,000
Q2 2024

Jul 31, 2024

BUY
$92.87 - $104.6 $11,701 - $13,179
126 Added 3.97%
3,298 $330,000
Q1 2024

May 09, 2024

SELL
$90.65 - $99.39 $90 - $99
-1 Reduced 0.03%
3,172 $306,000
Q4 2023

Aug 29, 2024

SELL
$85.44 - $98.31 $23,666 - $27,231
-277 Reduced 8.03%
3,173 $307,000
Q4 2023

Jan 30, 2024

SELL
$85.44 - $98.31 $23,666 - $27,231
-277 Reduced 8.03%
3,173 $307,000
Q3 2023

Aug 29, 2024

SELL
$86.65 - $95.56 $152,763 - $168,472
-1,763 Reduced 33.82%
3,450 $304,000
Q3 2023

Oct 26, 2023

SELL
$86.65 - $95.56 $152,763 - $168,472
-1,763 Reduced 33.82%
3,450 $304,000
Q2 2023

Aug 29, 2024

BUY
$88.01 - $99.74 $70,936 - $80,390
806 Added 18.29%
5,213 $467,000
Q2 2023

Aug 07, 2023

BUY
$88.01 - $99.74 $70,936 - $80,390
806 Added 18.29%
5,213 $467,000
Q1 2023

Aug 29, 2024

BUY
$91.55 - $105.65 $101,528 - $117,165
1,109 Added 33.63%
4,407 $425,000
Q1 2023

May 02, 2023

BUY
$91.55 - $105.65 $162,959 - $188,057
1,780 Added 67.76%
4,407 $425,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $323 - $1,441
13 Added 0.5%
2,627 $244,000
Q2 2022

Aug 03, 2022

BUY
$97.82 - $115.43 $53,703 - $63,371
549 Added 26.59%
2,614 $280,000
Q1 2022

May 04, 2022

BUY
$97.04 - $111.66 $200,387 - $230,577
2,065 New
2,065 $230,000
Q4 2019

Feb 07, 2020

SELL
$86.66 - $97.17 $195,418 - $219,118
-2,255 Closed
0 $0
Q3 2019

Nov 06, 2019

BUY
$86.49 - $96.28 $195,034 - $217,111
2,255 New
2,255 $216,000

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 $85.2B
  • 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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