A detailed history of Wfa Of San Diego, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,099 shares of DUK stock, worth $123,274. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,099
Previous 1,099 -0.0%
Holding current value
$123,274
Previous $110,000 14.55%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 14, 2024

SELL
$92.87 - $104.6 $6,965 - $7,845
-75 Reduced 6.39%
1,099 $110,000
Q2 2023

Aug 10, 2023

BUY
$88.01 - $99.74 $103,323 - $117,094
1,174 New
1,174 $105,000
Q4 2022

Jan 31, 2023

BUY
$86.82 - $103.84 $101,926 - $121,908
1,174 New
1,174 $120,000
Q2 2022

Jul 28, 2022

BUY
$97.82 - $115.43 $95,081 - $112,197
972 New
972 $104,000
Q1 2022

Apr 25, 2022

SELL
$97.04 - $111.66 $113,924 - $131,088
-1,174 Closed
0 $0
Q4 2021

Feb 07, 2022

SELL
$96.62 - $104.9 $488,317 - $530,164
-5,054 Reduced 81.15%
1,174 $123,000
Q2 2020

Aug 18, 2020

BUY
$76.02 - $91.91 $473,452 - $572,415
6,228 New
6,228 $582,000

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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