A detailed history of Wealth Shield Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 20,430 shares of DUK stock, worth $2.37 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
20,430
Previous 17,884 14.24%
Holding current value
$2.37 Million
Previous $1.73 Million 18.39%
% of portfolio
0.32%
Previous 0.29%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$92.87 - $104.6 $236,447 - $266,311
2,546 Added 14.24%
20,430 $2.05 Million
Q1 2024

Apr 29, 2024

SELL
$90.65 - $99.39 $83,669 - $91,736
-923 Reduced 4.91%
17,884 $1.73 Million
Q4 2023

Jan 23, 2024

SELL
$85.44 - $98.31 $26,913 - $30,967
-315 Reduced 1.65%
18,807 $1.83 Million
Q3 2023

Oct 25, 2023

BUY
$86.65 - $95.56 $21,229 - $23,412
245 Added 1.3%
19,122 $1.69 Million
Q2 2023

Aug 03, 2023

BUY
$88.01 - $99.74 $13,025 - $14,761
148 Added 0.79%
18,877 $1.69 Million
Q1 2023

May 08, 2023

BUY
$91.55 - $105.65 $40,465 - $46,697
442 Added 2.42%
18,729 $1.81 Million
Q4 2022

Feb 13, 2023

SELL
$86.82 - $103.84 $3,038 - $3,634
-35 Reduced 0.19%
18,287 $1.88 Million
Q3 2022

Nov 04, 2022

BUY
$24.9 - $110.88 $821 - $3,659
33 Added 0.18%
18,322 $1.7 Million
Q2 2022

Aug 11, 2022

SELL
$97.82 - $115.43 $297,274 - $350,791
-3,039 Reduced 14.25%
18,289 $1.96 Million
Q1 2022

May 09, 2022

SELL
$97.04 - $111.66 $59,873 - $68,894
-617 Reduced 2.81%
21,328 $2.38 Million
Q4 2021

Feb 10, 2022

BUY
$96.62 - $104.9 $62,803 - $68,185
650 Added 3.05%
21,945 $2.3 Million
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $551,923 - $613,797
5,687 Added 36.44%
21,295 $2.08 Million
Q2 2021

Aug 06, 2021

SELL
$96.28 - $103.74 $343,430 - $370,040
-3,567 Reduced 18.6%
15,608 $1.54 Million
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $12,153 - $13,856
142 Added 0.75%
19,175 $1.85 Million
Q4 2020

Feb 16, 2021

BUY
$89.04 - $97.31 $16,739 - $18,294
188 Added 1.0%
19,033 $1.74 Million
Q3 2020

Oct 30, 2020

BUY
$79.21 - $88.56 $938,242 - $1.05 Million
11,845 Added 169.21%
18,845 $1.67 Million
Q2 2020

Aug 13, 2020

SELL
$76.02 - $91.91 $8,362 - $10,110
-110 Reduced 1.55%
7,000 $559,000
Q1 2020

May 12, 2020

BUY
$64.15 - $102.43 $74,414 - $118,818
1,160 Added 19.5%
7,110 $575,000
Q4 2019

Feb 13, 2020

SELL
$86.66 - $97.17 $17,332 - $19,434
-200 Reduced 3.25%
5,950 $543,000
Q3 2019

Nov 13, 2019

BUY
$86.49 - $96.28 $20,584 - $22,914
238 Added 4.03%
6,150 $590,000
Q2 2019

Aug 12, 2019

SELL
$85.53 - $91.12 $41,653 - $44,375
-487 Reduced 7.61%
5,912 $522,000
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $179,602 - $206,161
2,268 Added 54.9%
6,399 $552,000
Q3 2018

Nov 05, 2018

BUY
$78.09 - $83.47 $78 - $83
1 Added 0.02%
4,131 $331,000
Q2 2018

Aug 02, 2018

SELL
$72.12 - $80.5 $793 - $885
-11 Reduced 0.27%
4,130 $327,000
Q1 2018

May 11, 2018

SELL
$74.32 - $83.23 $17,613 - $19,725
-237 Reduced 5.41%
4,141 $321,000
Q4 2017

Apr 18, 2018

BUY
$83.6 - $91.09 $366,000 - $398,792
4,378
4,378 $366,000

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 $89.3B
  • 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
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