A detailed history of Wolff Financial Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wolff Financial Management LLC holds 4,810 shares of DUK stock, worth $551,707. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,810
Previous 4,810 -0.0%
Holding current value
$551,707
Previous $482,000 15.15%
% of portfolio
0.15%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 13, 2021

BUY
$85.59 - $97.58 $115,888 - $132,123
1,354 Added 39.18%
4,810 $464,000
Q4 2019

Jan 23, 2020

BUY
$86.66 - $97.17 $51,216 - $57,427
591 Added 20.63%
3,456 $315,000
Q3 2019

Oct 28, 2019

BUY
$86.49 - $96.28 $247,793 - $275,842
2,865 New
2,865 $275,000

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 $88.3B
  • 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 Wolff Financial Management LLC Portfolio

Follow Wolff Financial Management 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 Wolff Financial Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wolff Financial Management LLC with notifications on news.