A detailed history of Cassaday & CO Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 8,603 shares of DUK stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,603
Previous 8,542 0.71%
Holding current value
$1.08 Million
Previous $1.01 Million 5.66%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$116.31 - $125.93 $7,094 - $7,681
61 Added 0.71%
8,603 $1.06 Million
Q2 2025

Aug 05, 2025

BUY
$112.46 - $124.05 $62,752 - $69,219
558 Added 6.99%
8,542 $1.01 Million
Q1 2025

May 05, 2025

SELL
$105.87 - $121.97 $6,987 - $8,050
-66 Reduced 0.82%
7,984 $973,000
Q4 2024

Feb 03, 2025

SELL
$105.76 - $120.76 $8,672 - $9,902
-82 Reduced 1.01%
8,050 $867,000
Q3 2024

Nov 07, 2024

BUY
$99.35 - $117.71 $13,312 - $15,773
134 Added 1.68%
8,132 $937,000
Q2 2024

Jul 30, 2024

BUY
$92.87 - $104.6 $86,183 - $97,068
928 Added 13.13%
7,998 $801,000
Q1 2024

May 08, 2024

BUY
$90.65 - $99.39 $20,849 - $22,859
230 Added 3.36%
7,070 $683,000
Q4 2023

Feb 09, 2024

SELL
$85.44 - $98.31 $59,808 - $68,817
-700 Reduced 9.28%
6,840 $663,000
Q3 2023

Nov 06, 2023

BUY
$86.65 - $95.56 $53,809 - $59,342
621 Added 8.98%
7,540 $665,000
Q2 2023

Aug 07, 2023

SELL
$88.01 - $99.74 $8,801 - $9,974
-100 Reduced 1.42%
6,919 $620,000
Q1 2023

May 03, 2023

BUY
$91.55 - $105.65 $86,331 - $99,627
943 Added 15.52%
7,019 $677,000
Q4 2022

Feb 07, 2023

BUY
$86.82 - $103.84 $527,518 - $630,931
6,076 New
6,076 $0

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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