A detailed history of Wr Wealth Planners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,555 shares of DUK stock, worth $180,193. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,555
Previous 1,757 11.5%
Holding current value
$180,193
Previous $169,000 8.28%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 31, 2024

SELL
$92.87 - $104.6 $18,759 - $21,129
-202 Reduced 11.5%
1,555 $155,000
Q1 2024

Jul 31, 2024

BUY
$90.65 - $99.39 $159,272 - $174,628
1,757 New
1,757 $169,000
Q3 2023

Aug 01, 2024

SELL
$86.65 - $95.56 $11,091 - $12,231
-128 Reduced 6.74%
1,771 $156 Million
Q2 2023

Aug 01, 2024

BUY
$88.01 - $99.74 $30,275 - $34,310
344 Added 22.12%
1,899 $170 Million
Q1 2023

Aug 01, 2024

BUY
$91.55 - $105.65 $33,690 - $38,879
368 Added 23.67%
1,923 $185 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 $89.2B
  • 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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.