Wealth Dimensions Group, Ltd. Duke Energy Corp Transaction History

Wealth Dimensions Group, Ltd.

$350 Million
Q2 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 14,559 shares of DUK stock, worth $1.7 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

14,559

Previous 14,362 1.37%

Holding current value

$1.7 Million

Previous $1.39 Million 5.12%

% of portfolio

0.42%

Previous 0.41%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$92.87 - $104.6 $18,295 - $20,606	197 Added 1.37%	14,559 $1.46 Million
Q1 2024 May 09, 2024	BUY	$90.65 - $99.39 $12,328 - $13,517	136 Added 0.96%	14,362 $1.39 Million
Q4 2023 Feb 09, 2024	SELL	$85.44 - $98.31 $25,290 - $29,099	-296 Reduced 2.04%	14,226 $1.38 Million
Q3 2023 Nov 14, 2023	BUY	$86.65 - $95.56 $96,701 - $106,644	1,116 Added 8.32%	14,522 $1.28 Million
Q2 2023 Aug 14, 2023	BUY	$88.01 - $99.74 $100,331 - $113,703	1,140 Added 9.29%	13,406 $1.2 Million
Q1 2023 May 09, 2023	SELL	$91.55 - $105.65 $13,824 - $15,953	-151 Reduced 1.22%	12,266 $1.18 Million
Q4 2022 Feb 10, 2023	BUY	$86.82 - $103.84 $62,770 - $75,076	723 Added 6.18%	12,417 $1.28 Million
Q3 2022 Nov 10, 2022	SELL	$24.9 - $110.88 $174 - $776	-7 Reduced 0.06%	11,694 $1.09 Million
Q2 2022 Aug 05, 2022	BUY	$97.82 - $115.43 $684 - $808	7 Added 0.06%	11,701 $1.26 Million
Q1 2022 May 04, 2022	SELL	$97.04 - $111.66 $6,598 - $7,592	-68 Reduced 0.58%	11,694 $1.31 Million
Q4 2021 Feb 04, 2022	SELL	$96.62 - $104.9 $15,072 - $16,364	-156 Reduced 1.31%	11,762 $1.23 Million
Q3 2021 Nov 03, 2021	BUY	$97.05 - $107.93 $10,481 - $11,656	108 Added 0.91%	11,918 $1.16 Million
Q2 2021 Aug 12, 2021	SELL	$96.28 - $103.74 $962 - $1,037	-10 Reduced 0.08%	11,810 $1.17 Million
Q1 2021 May 13, 2021	BUY	$85.59 - $97.58 $1,283 - $1,463	15 Added 0.13%	11,820 $1.14 Million
Q4 2020 Feb 17, 2021	BUY	$89.04 - $97.31 $1.05 Million - $1.15 Million	11,805 New	11,805 $1.08 Million

Others Institutions Holding DUK

# of Institutions

2,172

Shares Held

497M

Call Options Held

4.43M

Put Options Held

3.24M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $89.8B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Duke Energy Corp Transaction History