A detailed history of Wetzel Investment Advisors, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 1,448 shares of DUK stock, worth $168,836. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,448
Previous 1,581 8.41%
Holding current value
$168,836
Previous $152,000 4.61%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$92.87 - $104.6 $12,351 - $13,911
-133 Reduced 8.41%
1,448 $145,000
Q1 2024

Apr 23, 2024

SELL
$90.65 - $99.39 $725 - $795
-8 Reduced 0.5%
1,581 $152,000
Q4 2023

Jan 31, 2024

BUY
$85.44 - $98.31 $135,764 - $156,214
1,589 New
1,589 $154,000

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 $89.8B
  • 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
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.