A detailed history of Baron Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Baron Wealth Management LLC holds 3,249 shares of DUK stock, worth $406,709. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,249
Previous 3,616 10.15%
Holding current value
$406,709
Previous $447 Million 14.89%
% of portfolio
0.12%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026

SELL
$121.57 - $129.03 $44,616 - $47,354
-367 Reduced 10.15%
3,249 $381 Million
Q3 2025

Oct 20, 2025

BUY
$116.31 - $125.93 $48,850 - $52,890
420 Added 13.14%
3,616 $447 Million
Q2 2025

Jul 09, 2025

BUY
$112.46 - $124.05 $10,346 - $11,412
92 Added 2.96%
3,196 $377 Million
Q1 2025

May 14, 2025

BUY
$105.87 - $121.97 $25,620 - $29,516
242 Added 8.46%
3,104 $379 Million
Q4 2024

Jan 23, 2025

BUY
$105.76 - $120.76 $13,960 - $15,940
132 Added 4.84%
2,862 $308 Million
Q3 2024

Nov 07, 2024

BUY
$99.35 - $117.71 $9,140 - $10,829
92 Added 3.49%
2,730 $315 Million
Q1 2024

May 08, 2024

BUY
$90.65 - $99.39 $21,756 - $23,853
240 Added 10.01%
2,638 $255 Million
Q4 2023

Jan 04, 2024

BUY
$85.44 - $98.31 $204,885 - $235,747
2,398 New
2,398 $233 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 $96.4B
  • 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
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