A detailed history of Walter & Keenan Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,873 shares of DUK stock, worth $331,256. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,873
Holding current value
$331,256
% of portfolio
0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$92.87 - $104.6 $266,815 - $300,515
2,873 New
2,873 $287,000
Q3 2020

Oct 27, 2020

SELL
$79.21 - $88.56 $216,480 - $242,034
-2,733 Closed
0 $0
Q2 2020

Jul 16, 2020

BUY
$76.02 - $91.91 $207,762 - $251,190
2,733 New
2,733 $218,000
Q1 2020

Apr 14, 2020

SELL
$64.15 - $102.43 $252,301 - $402,857
-3,933 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$86.66 - $97.17 $10,832 - $12,146
-125 Reduced 3.08%
3,933 $359,000
Q3 2019

Oct 28, 2019

BUY
$86.49 - $96.28 $86,490 - $96,280
1,000 Added 32.7%
4,058 $389,000
Q2 2018

Aug 09, 2018

SELL
$72.12 - $80.5 $87,697 - $97,888
-1,216 Reduced 28.45%
3,058 $242,000
Q1 2018

May 04, 2018

BUY
$74.32 - $83.23 $37,160 - $41,615
500 Added 13.25%
4,274 $241,000
Q4 2017

Jan 23, 2018

SELL
$83.6 - $91.09 $66,880 - $72,872
-800 Reduced 17.49%
3,774 $317,000
Q3 2017

Nov 08, 2017

BUY
$83.92 - $88.34 $383,850 - $404,067
4,574
4,574 $384,000

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 $88.8B
  • 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

Track Walter & Keenan Wealth Management LLC Portfolio

Follow Walter & Keenan Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walter & Keenan Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Walter & Keenan Wealth Management LLC with notifications on news.