A detailed history of Wambolt & Associates, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wambolt & Associates, LLC holds 1,997 shares of DUK stock, worth $216,235. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,997
Previous 3,705 46.1%
Holding current value
$216,235
Previous $371,000 38.01%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Nov 08, 2024

SELL
$99.35 - $117.71 $169,689 - $201,048
-1,708 Reduced 46.1%
1,997 $230,000
Q2 2024

Aug 07, 2024

SELL
$92.87 - $104.6 $137,540 - $154,912
-1,481 Reduced 28.56%
3,705 $371,000
Q1 2024

Apr 30, 2024

SELL
$90.65 - $99.39 $349,455 - $383,148
-3,855 Reduced 42.64%
5,186 $501,000
Q4 2023

Feb 07, 2024

SELL
$85.44 - $98.31 $195,144 - $224,540
-2,284 Reduced 20.17%
9,041 $877,000
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $18,976 - $20,927
219 Added 1.97%
11,325 $999,000
Q2 2023

Aug 02, 2023

BUY
$88.01 - $99.74 $87,921 - $99,640
999 Added 9.88%
11,106 $996,000
Q1 2023

May 05, 2023

SELL
$91.55 - $105.65 $27,831 - $32,117
-304 Reduced 2.92%
10,107 $975,000
Q4 2022

Jan 31, 2023

BUY
$86.82 - $103.84 $71,366 - $85,356
822 Added 8.57%
10,411 $1.07 Million
Q3 2022

Oct 18, 2022

BUY
$24.9 - $110.88 $25,024 - $111,434
1,005 Added 11.71%
9,589 $892,000
Q2 2022

Aug 01, 2022

BUY
$97.82 - $115.43 $72,778 - $85,879
744 Added 9.49%
8,584 $920,000
Q1 2022

May 10, 2022

SELL
$97.04 - $111.66 $9,121 - $10,496
-94 Reduced 1.18%
7,840 $885,000
Q4 2021

Feb 08, 2022

SELL
$96.62 - $104.9 $7,536 - $8,182
-78 Reduced 0.97%
7,934 $832,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $147,500 - $158,929
1,532 Added 23.64%
8,012 $798,000
Q1 2021

Apr 19, 2021

SELL
$85.59 - $97.58 $23,109 - $26,346
-270 Reduced 4.0%
6,480 $624,000
Q4 2020

Jan 19, 2021

SELL
$89.04 - $97.31 $6,143 - $6,714
-69 Reduced 1.01%
6,750 $618,000
Q3 2020

Nov 04, 2020

BUY
$79.21 - $88.56 $55,367 - $61,903
699 Added 11.42%
6,819 $604,000
Q2 2020

Jul 23, 2020

BUY
$76.02 - $91.91 $50,857 - $61,487
669 Added 12.27%
6,120 $489,000
Q1 2020

May 11, 2020

BUY
$64.15 - $102.43 $37,720 - $60,228
588 Added 12.09%
5,451 $441,000
Q4 2019

Feb 10, 2020

BUY
$86.66 - $97.17 $42,636 - $47,807
492 Added 11.26%
4,863 $444,000
Q3 2019

Oct 15, 2019

SELL
$86.49 - $96.28 $12,541 - $13,960
-145 Reduced 3.21%
4,371 $419,000
Q2 2019

Jul 26, 2019

BUY
$85.53 - $91.12 $14,625 - $15,581
171 Added 3.94%
4,516 $399,000
Q1 2019

Apr 11, 2019

SELL
$83.66 - $91.53 $7,780 - $8,512
-93 Reduced 2.1%
4,345 $392,000
Q4 2018

Jan 29, 2019

BUY
$79.19 - $90.9 $351,445 - $403,414
4,438 New
4,438 $383,000

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 $83.4B
  • 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...
More about DUK
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