Wbh Advisory Inc Duke Energy Corp Transaction History

Wbh Advisory Inc

$1.05 Billion
Q3 2024

A detailed history of Wbh Advisory Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Wbh Advisory Inc holds 5,132 shares of DUK stock, worth $557,129. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,132

Previous 5,400 4.96%

Holding current value

$557,129

Previous $541,000 9.24%

% of portfolio

0.06%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$99.35 - $117.71 $26,625 - $31,546	-268 Reduced 4.96%	5,132 $591,000
Q2 2024 Jul 11, 2024	SELL	$92.87 - $104.6 $34,547 - $38,911	-372 Reduced 6.44%	5,400 $541,000
Q1 2024 Apr 16, 2024	SELL	$90.65 - $99.39 $39,614 - $43,433	-437 Reduced 7.04%	5,772 $558,000
Q4 2023 Jan 09, 2024	SELL	$85.44 - $98.31 $6,151 - $7,078	-72 Reduced 1.15%	6,209 $602,000
Q3 2023 Oct 10, 2023	SELL	$86.65 - $95.56 $21,315 - $23,507	-246 Reduced 3.77%	6,281 $554,000
Q2 2023 Jul 12, 2023	SELL	$88.01 - $99.74 $35,027 - $39,696	-398 Reduced 5.75%	6,527 $585,000
Q1 2023 Apr 20, 2023	SELL	$91.55 - $105.65 $34,148 - $39,407	-373 Reduced 5.11%	6,925 $668,000
Q3 2022 Oct 18, 2022	BUY	$24.9 - $110.88 $174 - $776	7 Added 0.1%	7,298 $679,000
Q2 2022 Jul 12, 2022	SELL	$97.82 - $115.43 $13,596 - $16,044	-139 Reduced 1.87%	7,291 $787,000
Q1 2022 Apr 29, 2022	SELL	$97.04 - $111.66 $27,171 - $31,264	-280 Reduced 3.63%	7,430 $829,000
Q4 2021 Jan 28, 2022	BUY	$96.62 - $104.9 $289 - $314	3 Added 0.04%	7,710 $809,000
Q3 2021 Oct 25, 2021	BUY	$97.05 - $107.93 $485 - $539	5 Added 0.06%	7,707 $752,000
Q2 2021 Jul 27, 2021	SELL	$96.28 - $103.74 $57,190 - $61,621	-594 Reduced 7.16%	7,702 $805,000
Q1 2021 Apr 19, 2021	SELL	$85.59 - $97.58 $19,856 - $22,638	-232 Reduced 2.72%	8,296 $801,000
Q4 2020 Jan 21, 2021	SELL	$89.04 - $97.31 $3,650 - $3,989	-41 Reduced 0.48%	8,528 $774,000
Q3 2020 Oct 27, 2020	BUY	$79.21 - $88.56 $678,750 - $758,870	8,569 New	8,569 $759,000

Others Institutions Holding DUK

# of Institutions

2,288

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83.6B
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...

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