A detailed history of Brass Tax Wealth Management, Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,753 shares of DUK stock, worth $298,177. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,753
Previous 2,743 0.36%
Holding current value
$298,177
Previous $275 Million 99.88%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Dec 12, 2024

BUY
$99.35 - $117.71 $993 - $1,177
10 Added 0.36%
2,753 $317,000
Q2 2024

Dec 12, 2024

BUY
$92.87 - $104.6 $254,742 - $286,917
2,743 New
2,743 $275 Million
Q1 2024

Jul 31, 2024

BUY
$90.65 - $99.39 $247,565 - $271,434
2,731 New
2,731 $264 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 Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax 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 Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.