A detailed history of Wiser Advisor Group LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wiser Advisor Group LLC holds 1,910 shares of DUK stock, worth $206,814. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,910
Previous 3,069 37.76%
Holding current value
$206,814
Previous $308 Million 28.41%
% of portfolio
0.33%
Previous 0.48%

Shares

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

Nov 13, 2024

SELL
$99.35 - $117.71 $115,146 - $136,425
-1,159 Reduced 37.76%
1,910 $220 Million
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $19,967 - $22,489
215 Added 7.53%
3,069 $308 Million
Q1 2024

May 15, 2024

BUY
$90.65 - $99.39 $1,631 - $1,789
18 Added 0.63%
2,854 $278 Million
Q4 2023

Feb 12, 2024

BUY
$85.44 - $98.31 $242,307 - $278,807
2,836 New
2,836 $275 Million

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 $83.4B
  • 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
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC 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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.