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 2,876 shares of DUK stock, worth $330,740. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,876
Previous 2,873 0.1%
Holding current value
$330,740
Previous $287,000 15.33%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 25, 2024

BUY
$99.35 - $117.71 $298 - $353
3 Added 0.1%
2,876 $331,000
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 $88.5B
  • 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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