A detailed history of Wealth Trust Asset Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 2,083 shares of DUK stock, worth $238,920. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,083
Holding current value
$238,920
% of portfolio
0.18%

Shares

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

Nov 12, 2024

BUY
$99.35 - $117.71 $206,946 - $245,189
2,083 New
2,083 $240,000
Q4 2023

Feb 08, 2024

BUY
$85.44 - $98.31 $241,026 - $277,332
2,821 New
2,821 $273,000
Q2 2022

Aug 08, 2022

BUY
$97.82 - $115.43 $195 - $230
2 Added 0.1%
1,924 $206,000
Q1 2022

May 27, 2022

BUY
$97.04 - $111.66 $97 - $111
1 Added 0.05%
1,922 $215,000
Q4 2021

May 27, 2022

BUY
$96.62 - $104.9 $185,607 - $201,512
1,921 New
1,921 $201,000

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
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