A detailed history of Wetherby Asset Management Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Wetherby Asset Management Inc holds 9,067 shares of DUK stock, worth $976,878. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,067
Previous 9,803 7.51%
Holding current value
$976,878
Previous $982,000 6.42%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$99.35 - $117.71 $73,121 - $86,634
-736 Reduced 7.51%
9,067 $1.05 Million
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $1,764 - $1,987
19 Added 0.19%
9,803 $982,000
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $68,803 - $75,437
759 Added 8.41%
9,784 $946,000
Q4 2023

Feb 14, 2024

SELL
$85.44 - $98.31 $556,043 - $639,801
-6,508 Reduced 41.9%
9,025 $875,000
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $219,571 - $242,149
2,534 Added 19.49%
15,533 $1.37 Million
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $427,552 - $484,536
-4,858 Reduced 27.21%
12,999 $1.17 Million
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $27,831 - $32,117
-304 Reduced 1.67%
17,857 $1.72 Million
Q4 2022

Feb 14, 2023

BUY
$86.82 - $103.84 $262,804 - $314,323
3,027 Added 20.0%
18,161 $1.87 Million
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $65,636 - $292,279
2,636 Added 21.09%
15,134 $1.41 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $241,419 - $284,881
2,468 Added 24.61%
12,498 $1.34 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $26,394 - $30,371
272 Added 2.79%
10,030 $1.12 Million
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $21,932 - $23,812
227 Added 2.38%
9,758 $1.02 Million
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $9,802 - $10,900
-101 Reduced 1.05%
9,531 $930,000
Q2 2021

Aug 16, 2021

BUY
$96.28 - $103.74 $169,549 - $182,686
1,761 Added 22.37%
9,632 $951,000
Q1 2021

May 14, 2021

SELL
$85.59 - $97.58 $98,685 - $112,509
-1,153 Reduced 12.78%
7,871 $760,000
Q4 2020

Feb 11, 2021

BUY
$89.04 - $97.31 $157,155 - $171,752
1,765 Added 24.31%
9,024 $826,000
Q3 2020

Dec 16, 2020

SELL
$79.21 - $88.56 $37,070 - $41,446
-468 Reduced 6.06%
7,259 $643,000
Q3 2020

Nov 13, 2020

SELL
$79.21 - $88.56 $21,149 - $23,645
-267 Reduced 3.34%
7,727 $684,000
Q2 2020

Aug 14, 2020

SELL
$76.02 - $91.91 $91,680 - $110,843
-1,206 Reduced 13.11%
7,994 $639,000
Q1 2020

May 06, 2020

BUY
$64.15 - $102.43 $78,647 - $125,579
1,226 Added 15.37%
9,200 $744,000
Q4 2019

Jan 28, 2020

SELL
$86.66 - $97.17 $49,309 - $55,289
-569 Reduced 6.66%
7,974 $727,000
Q3 2019

Oct 31, 2019

BUY
$86.49 - $96.28 $88,825 - $98,879
1,027 Added 13.66%
8,543 $819,000
Q2 2019

Jul 25, 2019

BUY
$85.53 - $91.12 $684 - $728
8 Added 0.11%
7,516 $663,000
Q1 2019

May 09, 2019

SELL
$83.66 - $91.53 $9,871 - $10,800
-118 Reduced 1.55%
7,508 $676,000
Q4 2018

Jan 30, 2019

BUY
$79.19 - $90.9 $15,204 - $17,452
192 Added 2.58%
7,626 $658,000
Q3 2018

Nov 07, 2018

SELL
$78.09 - $83.47 $3,123 - $3,338
-40 Reduced 0.54%
7,434 $595,000
Q2 2018

Jul 24, 2018

SELL
$72.12 - $80.5 $5,336 - $5,957
-74 Reduced 0.98%
7,474 $591,000
Q1 2018

May 04, 2018

SELL
$74.32 - $83.23 $57,895 - $64,836
-779 Reduced 9.36%
7,548 $585,000
Q4 2017

Feb 09, 2018

BUY
$83.6 - $91.09 $12,289 - $13,390
147 Added 1.8%
8,327 $700,000
Q3 2017

Nov 13, 2017

BUY
$83.92 - $88.34 $686,465 - $722,621
8,180
8,180 $686,000

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 $83B
  • 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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