A detailed history of Jamison Private Wealth Management, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 47,993 shares of DUK stock, worth $5.53 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
47,993
Previous 46,662 2.85%
Holding current value
$5.53 Million
Previous $4.68 Billion 18.32%
% of portfolio
0.84%
Previous 0.78%

Shares

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

Oct 15, 2024

BUY
$99.35 - $117.71 $132,234 - $156,672
1,331 Added 2.85%
47,993 $5.53 Billion
Q2 2024

Jul 11, 2024

SELL
$92.87 - $104.6 $56,093 - $63,178
-604 Reduced 1.28%
46,662 $4.68 Billion
Q1 2024

Apr 26, 2024

SELL
$90.65 - $99.39 $23,478 - $25,742
-259 Reduced 0.54%
47,266 $4.57 Billion
Q4 2023

Jan 17, 2024

SELL
$85.44 - $98.31 $25,802 - $29,689
-302 Reduced 0.63%
47,525 $4.61 Billion
Q3 2023

Jan 05, 2024

BUY
$86.65 - $95.56 $4.14 Million - $4.57 Million
47,827 New
47,827 $4.22 Billion

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 $88.8B
  • 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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.