A detailed history of Western Pacific Wealth Management, LP transactions in Duke Energy Corp stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 2,081 shares of DUK stock, worth $233,425. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,081
Previous 2,163 3.79%
Holding current value
$233,425
Previous $216,000 10.65%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 31, 2024

SELL
$99.35 - $117.71 $8,146 - $9,652
-82 Reduced 3.79%
2,081 $239,000
Q2 2024

Aug 14, 2024

SELL
$92.87 - $104.6 $15,230 - $17,154
-164 Reduced 7.05%
2,163 $216,000
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $90 - $99
1 Added 0.04%
2,327 $225,000
Q4 2023

Feb 09, 2024

BUY
$85.44 - $98.31 $56,134 - $64,589
657 Added 39.36%
2,326 $225,000
Q3 2023

Oct 26, 2023

BUY
$86.65 - $95.56 $18,283 - $20,163
211 Added 14.47%
1,669 $147,000
Q2 2023

Aug 08, 2023

BUY
$88.01 - $99.74 $16,809 - $19,050
191 Added 15.07%
1,458 $130,000
Q1 2023

May 11, 2023

BUY
$91.55 - $105.65 $7,964 - $9,191
87 Added 7.37%
1,267 $122,000
Q4 2022

Feb 03, 2023

BUY
$86.82 - $103.84 $24,743 - $29,594
285 Added 31.84%
1,180 $121,000
Q3 2022

Oct 27, 2022

BUY
$24.9 - $110.88 $12,624 - $56,216
507 Added 130.67%
895 $83,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $37,488 - $40,701
388 New
388 $40,000

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 $86.4B
  • 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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