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 $588,640. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,132
Previous 5,400 4.96%
Holding current value
$588,640
Previous $541,000 9.24%
% of portfolio
0.06%
Previous 0.06%

Shares

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

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $88.3B
  • 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 Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc 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 Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.