A detailed history of Wealth Management Associates, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 6,712 shares of DUK stock, worth $790,136. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,712
Previous 6,712 -0.0%
Holding current value
$790,136
Previous $723 Million 13.21%
% of portfolio
0.35%
Previous 0.31%

Shares

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

May 28, 2025

BUY
$99.35 - $117.71 $29,805 - $35,313
300 Added 4.68%
6,712 $774 Million
Q4 2023

May 28, 2025

SELL
$85.44 - $98.31 $2,990 - $3,440
-35 Reduced 0.54%
6,412 $622 Million
Q3 2023

May 28, 2025

BUY
$86.65 - $95.56 $2,166 - $2,389
25 Added 0.39%
6,447 $569 Million
Q2 2023

May 28, 2025

BUY
$88.01 - $99.74 $4,400 - $4,987
50 Added 0.78%
6,422 $576 Million
Q1 2023

May 28, 2025

BUY
$91.55 - $105.65 $5,218 - $6,022
57 Added 0.9%
6,372 $615 Million
Q4 2022

May 28, 2025

SELL
$86.82 - $103.84 $8,942 - $10,695
-103 Reduced 1.6%
6,315 $650 Million
Q2 2022

May 28, 2025

BUY
$97.82 - $115.43 $388,345 - $458,257
3,970 Added 162.17%
6,418 $688 Million
Q1 2022

May 28, 2025

BUY
$97.04 - $111.66 $19,019 - $21,885
196 Added 8.7%
2,448 $273 Million
Q3 2021

May 28, 2025

SELL
$97.05 - $107.93 $51,921 - $57,742
-535 Reduced 19.2%
2,252 $220 Million
Q2 2021

May 28, 2025

SELL
$96.28 - $103.74 $76,638 - $82,577
-796 Reduced 22.22%
2,787 $275 Million
Q3 2020

May 28, 2025

BUY
$79.21 - $88.56 $7,920 - $8,856
100 Added 2.87%
3,583 $317 Million
Q2 2020

May 28, 2025

BUY
$76.02 - $91.91 $14,139 - $17,095
186 Added 5.64%
3,483 $278 Million
Q1 2020

May 28, 2025

BUY
$64.15 - $102.43 $12,830 - $20,486
200 Added 6.46%
3,297 $267 Million
Q3 2019

May 28, 2025

BUY
$86.49 - $96.28 $267,859 - $298,179
3,097 New
3,097 $297 Million

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 $90.6B
  • 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...
More about DUK
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