A detailed history of Wills Financial Group, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Wills Financial Group, Inc. holds 6,278 shares of DUK stock, worth $633,701. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,278
Previous 6,315 0.59%
Holding current value
$633,701
Previous $612,000 0.82%
% of portfolio
0.3%
Previous 0.32%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$90.65 - $99.39 $3,354 - $3,677
-37 Reduced 0.59%
6,278 $607,000
Q4 2023

Feb 14, 2024

SELL
$85.44 - $98.31 $37,679 - $43,354
-441 Reduced 6.53%
6,315 $612,000
Q3 2023

Nov 14, 2023

SELL
$86.65 - $95.56 $68,973 - $76,065
-796 Reduced 10.54%
6,756 $596,000
Q2 2023

Aug 11, 2023

BUY
$88.01 - $99.74 $46,381 - $52,562
527 Added 7.5%
7,552 $677,000
Q1 2023

May 12, 2023

BUY
$91.55 - $105.65 $274 - $316
3 Added 0.04%
7,025 $677,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $21,878 - $26,167
-252 Reduced 3.46%
7,022 $723,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $19,770 - $88,038
794 Added 12.25%
7,274 $677,000
Q2 2022

Aug 05, 2022

BUY
$97.82 - $115.43 $95,765 - $113,005
979 Added 17.8%
6,480 $695,000
Q1 2022

May 13, 2022

BUY
$97.04 - $111.66 $36,001 - $41,425
371 Added 7.23%
5,501 $614,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $193 - $209
2 Added 0.04%
5,130 $538,000
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $49,689 - $55,260
512 Added 11.09%
5,128 $500,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $125,452 - $135,173
1,303 Added 39.33%
4,616 $455,000
Q1 2021

May 12, 2021

BUY
$85.59 - $97.58 $171 - $195
2 Added 0.06%
3,313 $319,000
Q4 2020

Feb 17, 2021

BUY
$89.04 - $97.31 $294,811 - $322,193
3,311 New
3,311 $303,000

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 $77.7B
  • 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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