Geneos Wealth Management Inc. Duke Energy Corp Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 54,119 shares of DUK stock, worth $5.9 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
54,119
Previous 47,529 13.87%
Holding current value
$5.9 Million
Previous $4.76 Million 30.99%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Nov 14, 2024
BUY
$99.35 - $117.71 $654,716 - $775,708
6,590 Added 13.87%
54,119 $6.24 Million
Q2 2024

Jul 23, 2024
SELL
$92.87 - $104.6 $1.16 Million - $1.3 Million
-12,470 Reduced 20.78%
47,529 $4.76 Million
Q1 2024

May 03, 2024
SELL
$90.65 - $99.39 $97,539 - $106,943
-1,076 Reduced 1.76%
59,999 $5.8 Million
Q4 2023

Jan 26, 2024
SELL
$85.44 - $98.31 $1.38 Million - $1.59 Million
-16,123 Reduced 20.89%
61,075 $5.93 Million
Q3 2023

Oct 11, 2023
BUY
$86.65 - $95.56 $257,350 - $283,813
2,970 Added 4.0%
77,198 $6.81 Million
Q2 2023

Aug 08, 2023
BUY
$88.01 - $99.74 $1.12 Million - $1.27 Million
12,729 Added 20.7%
74,228 $6.66 Million
Q1 2023

Apr 25, 2023
BUY
$91.55 - $105.65 $3.94 Million - $4.55 Million
43,031 Added 233.0%
61,499 $5.93 Million
Q4 2022

Jan 30, 2023
BUY
$86.82 - $103.84 $206,978 - $247,554
2,384 Added 14.82%
18,468 $1.9 Million
Q3 2022

Nov 14, 2022
SELL
$24.9 - $110.88 $176,441 - $785,695
-7,086 Reduced 30.58%
16,084 $1.5 Million
Q2 2022

Jul 22, 2022
SELL
$97.82 - $115.43 $1.42 Million - $1.68 Million
-14,549 Reduced 38.57%
23,170 $2.48 Million
Q1 2022

May 16, 2022
SELL
$97.04 - $111.66 $405,142 - $466,180
-4,175 Reduced 9.97%
37,719 $4.21 Million
Q4 2021

Feb 09, 2022
SELL
$96.62 - $104.9 $165,799 - $180,008
-1,716 Reduced 3.93%
41,894 $4.39 Million
Q3 2021

Nov 09, 2021
BUY
$97.05 - $107.93 $82,104 - $91,308
846 Added 1.98%
43,610 $4.29 Million
Q2 2021

Jul 08, 2021
SELL
$96.28 - $103.74 $4.06 Million - $4.37 Million
-42,139 Reduced 49.63%
42,764 $4.26 Million
Q1 2021

Jun 17, 2021
SELL
$85.59 - $97.58 $562,069 - $640,807
-6,567 Reduced 7.18%
84,903 $8.55 Million
Q4 2020

May 19, 2021
BUY
$89.04 - $97.31 $285,640 - $312,170
3,208 Added 3.63%
91,470 $8.77 Million
Q3 2020

Sep 07, 2021
SELL
$79.21 - $88.56 $957,332 - $1.07 Million
-12,086 Reduced 12.04%
88,262 $7.28 Million
Q2 2020

Sep 07, 2021
BUY
$76.02 - $91.91 $37,021 - $44,760
487 Added 0.49%
100,348 $7.92 Million
Q1 2020

Sep 07, 2021
SELL
$64.15 - $102.43 $41,633 - $66,477
-649 Reduced 0.65%
99,861 $8.01 Million
Q4 2019

Sep 07, 2021
BUY
$86.66 - $97.17 $396,729 - $444,844
4,578 Added 4.77%
100,510 $9.14 Million
Q3 2019

Sep 07, 2021
BUY
$86.49 - $96.28 $16,519 - $18,389
191 Added 0.2%
95,932 $9.23 Million
Q2 2019

Sep 07, 2021
SELL
$85.53 - $91.12 $31,047 - $33,076
-363 Reduced 0.38%
95,741 $8.45 Million
Q1 2019

Sep 07, 2021
SELL
$83.66 - $91.53 $333,468 - $364,838
-3,986 Reduced 3.98%
96,104 $8.65 Million
Q4 2018

Sep 07, 2021
BUY
$79.19 - $90.9 $154,341 - $177,164
1,949 Added 1.99%
100,090 $8.63 Million
Q3 2018

Sep 07, 2021
BUY
$78.09 - $83.47 $192,960 - $206,254
2,471 Added 2.58%
98,141 $7.85 Million
Q2 2018

Sep 07, 2021
SELL
$72.12 - $80.5 $134,864 - $150,535
-1,870 Reduced 1.92%
95,670 $7.57 Million
Q1 2018

Sep 07, 2021
BUY
$74.32 - $83.23 $108,284 - $121,266
1,457 Added 1.52%
97,540 $7.56 Million
Q4 2017

Sep 07, 2021
SELL
$83.6 - $91.09 $117,792 - $128,345
-1,409 Reduced 1.45%
96,083 $8.08 Million
Q3 2017

Sep 07, 2021
SELL
$83.92 - $88.34 $64,786 - $68,198
-772 Reduced 0.79%
97,492 $8.19 Million
Q2 2017

Sep 07, 2021
BUY
N/A
8,513 Added 9.49%
98,264 $8.23 Million
Q1 2017

Sep 07, 2021
BUY
N/A
15,669 Added 21.15%
89,751 $7.38 Million
Q4 2016

Sep 07, 2021
BUY
N/A
12,671 Added 20.63%
74,082 $5.75 Million
Q3 2016

Sep 07, 2021
BUY
N/A
12,132 Added 24.62%
61,411 $4.91 Million
Q2 2016

Sep 07, 2021
BUY
N/A
2,862 Added 6.17%
49,279 $4.22 Million
Q1 2016

Sep 07, 2021
BUY
N/A
46,417
46,417 $3.77 Million

Others Institutions Holding DUK

# of Institutions
2,288
Shares Held
511M
Call Options Held
4.91M
Put Options Held
3.9M
View Full List

About Duke Energy CORP

DUK Quotes by TradingView
  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $83.9B
  • 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 Geneos Wealth Management Inc. Portfolio

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

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email