A detailed history of West Branch Capital LLC transactions in Duke Energy Corp stock. As of the latest transaction made, West Branch Capital LLC holds 2,034 shares of DUK stock, worth $233,299. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,034
Previous 2,031 0.15%
Holding current value
$233,299
Previous $203,000 15.27%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 18, 2024

BUY
$99.35 - $117.71 $298 - $353
3 Added 0.15%
2,034 $234,000
Q1 2024

Apr 23, 2024

SELL
$90.65 - $99.39 $62,911 - $68,976
-694 Reduced 25.47%
2,031 $196,000
Q4 2023

Jan 19, 2024

SELL
$85.44 - $98.31 $9,911 - $11,403
-116 Reduced 4.08%
2,725 $264,000
Q2 2023

Aug 04, 2023

SELL
$88.01 - $99.74 $3,872 - $4,388
-44 Reduced 1.53%
2,841 $254,000
Q1 2023

Apr 20, 2023

SELL
$91.55 - $105.65 $2,014 - $2,324
-22 Reduced 0.76%
2,885 $278,000
Q2 2022

Jul 28, 2022

BUY
$97.82 - $115.43 $12,423 - $14,659
127 Added 4.57%
2,907 $312,000
Q1 2022

May 03, 2022

SELL
$97.04 - $111.66 $15,623 - $17,977
-161 Reduced 5.47%
2,780 $310,000
Q4 2021

Jan 24, 2022

SELL
$96.62 - $104.9 $16,038 - $17,413
-166 Reduced 5.34%
2,941 $309,000
Q4 2020

Feb 08, 2021

BUY
$89.04 - $97.31 $12,198 - $13,331
137 Added 4.61%
3,107 $284,000
Q3 2020

Oct 13, 2020

SELL
$79.21 - $88.56 $2,376 - $2,656
-30 Reduced 1.0%
2,970 $263,000
Q2 2020

Jul 08, 2020

BUY
$76.02 - $91.91 $684 - $827
9 Added 0.3%
3,000 $240,000
Q1 2020

Apr 20, 2020

BUY
$64.15 - $102.43 $23,543 - $37,591
367 Added 13.99%
2,991 $242,000
Q4 2019

Jan 07, 2020

SELL
$86.66 - $97.17 $77,040 - $86,384
-889 Reduced 25.31%
2,624 $239,000
Q3 2019

Oct 23, 2019

BUY
$86.49 - $96.28 $303,839 - $338,231
3,513 New
3,513 $337,000

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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