A detailed history of Wendell David Associates Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Wendell David Associates Inc holds 5,139 shares of DUK stock, worth $513,077. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,139
Previous 5,314 3.29%
Holding current value
$513,077
Previous $516,000 3.68%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$90.65 - $99.39 $15,863 - $17,393
-175 Reduced 3.29%
5,139 $497,000
Q3 2023

Oct 20, 2023

BUY
$86.65 - $95.56 $30,154 - $33,254
348 Added 7.01%
5,314 $469,000
Q1 2023

Apr 19, 2023

BUY
$91.55 - $105.65 $32,042 - $36,977
350 Added 7.58%
4,966 $479,000
Q4 2022

Jan 17, 2023

SELL
$86.82 - $103.84 $7,032 - $8,411
-81 Reduced 1.72%
4,616 $475,000
Q2 2022

Jul 14, 2022

SELL
$97.82 - $115.43 $3,032 - $3,578
-31 Reduced 0.66%
4,697 $504,000
Q1 2022

Apr 22, 2022

SELL
$97.04 - $111.66 $152,061 - $174,971
-1,567 Reduced 24.89%
4,728 $528,000
Q4 2021

Jan 24, 2022

BUY
$96.62 - $104.9 $154,398 - $167,630
1,598 Added 34.02%
6,295 $660,000
Q1 2021

Apr 20, 2021

BUY
$85.59 - $97.58 $134,119 - $152,907
1,567 Added 50.06%
4,697 $453,000
Q4 2020

Jan 22, 2021

SELL
$89.04 - $97.31 $139,525 - $152,484
-1,567 Reduced 33.36%
3,130 $287,000
Q4 2019

Jan 17, 2020

SELL
$86.66 - $97.17 $41,856 - $46,933
-483 Reduced 9.32%
4,697 $428,000
Q3 2017

Oct 17, 2017

BUY
$83.92 - $88.34 $434,705 - $457,601
5,180
5,180 $435,000

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 $76.9B
  • 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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