A detailed history of Williams Jones Wealth Management, Llc. transactions in Duke Energy Corp stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 11,387 shares of DUK stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,387
Previous 11,037 3.17%
Holding current value
$1.29 Million
Previous $1.07 Million 6.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 05, 2024

BUY
$92.87 - $104.6 $32,504 - $36,610
350 Added 3.17%
11,387 $1.14 Million
Q1 2024

May 07, 2024

SELL
$90.65 - $99.39 $45,325 - $49,695
-500 Reduced 4.33%
11,037 $1.07 Million
Q4 2023

Feb 14, 2024

SELL
$85.44 - $98.31 $99,024 - $113,941
-1,159 Reduced 9.13%
11,537 $1.12 Million
Q3 2023

Nov 14, 2023

SELL
$86.65 - $95.56 $12,824 - $14,142
-148 Reduced 1.15%
12,696 $1.12 Million
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $89,594 - $101,535
-1,018 Reduced 7.34%
12,844 $1.15 Million
Q1 2023

May 15, 2023

BUY
$91.55 - $105.65 $79,282 - $91,492
866 Added 6.66%
13,862 $1.34 Million
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $1,389 - $1,661
-16 Reduced 0.12%
12,996 $1.34 Million
Q3 2022

Nov 14, 2022

SELL
$24.9 - $110.88 $39,615 - $176,410
-1,591 Reduced 10.9%
13,012 $1.21 Million
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $215,986 - $254,869
2,208 Added 17.81%
14,603 $1.57 Million
Q1 2022

May 16, 2022

SELL
$97.04 - $111.66 $13,003 - $14,962
-134 Reduced 1.07%
12,395 $1.38 Million
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $16,232 - $17,623
168 Added 1.36%
12,529 $1.31 Million
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $16,498 - $18,348
-170 Reduced 1.36%
12,361 $1.21 Million
Q2 2021

Aug 16, 2021

BUY
$96.28 - $103.74 $76,831 - $82,784
798 Added 6.8%
12,531 $1.24 Million
Q1 2021

May 17, 2021

SELL
$85.59 - $97.58 $531,941 - $606,459
-6,215 Reduced 34.63%
11,733 $1.13 Million
Q4 2020

Feb 16, 2021

SELL
$89.04 - $97.31 $276,024 - $301,661
-3,100 Reduced 14.73%
17,948 $1.64 Million
Q3 2020

Nov 13, 2020

BUY
$79.21 - $88.56 $265,987 - $297,384
3,358 Added 18.98%
21,048 $1.86 Million
Q2 2020

Aug 14, 2020

BUY
$76.02 - $91.91 $110,229 - $133,269
1,450 Added 8.93%
17,690 $1.41 Million
Q1 2020

May 15, 2020

BUY
$64.15 - $102.43 $426,533 - $681,057
6,649 Added 69.33%
16,240 $1.31 Million
Q4 2019

Feb 14, 2020

BUY
$86.66 - $97.17 $27,211 - $30,511
314 Added 3.38%
9,591 $875,000
Q3 2019

Nov 14, 2019

BUY
$86.49 - $96.28 $802,367 - $893,189
9,277 New
9,277 $889,000

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 $87.2B
  • 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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