A detailed history of Hhm Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 4,794 shares of DUK stock, worth $522,402. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,794
Previous 4,935 2.86%
Holding current value
$522,402
Previous $494,000 11.74%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$99.35 - $117.71 $14,008 - $16,597
-141 Reduced 2.86%
4,794 $552,000
Q2 2024

Aug 07, 2024

BUY
$92.87 - $104.6 $191,776 - $215,999
2,065 Added 71.95%
4,935 $494,000
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $22,027 - $24,151
243 Added 9.25%
2,870 $277,000
Q4 2023

Feb 05, 2024

BUY
$85.44 - $98.31 $19,651 - $22,611
230 Added 9.6%
2,627 $254,000
Q3 2023

Nov 03, 2023

BUY
$86.65 - $95.56 $18,803 - $20,736
217 Added 9.95%
2,397 $211,000
Q1 2023

May 02, 2023

BUY
$91.55 - $105.65 $9,155 - $10,565
100 Added 4.81%
2,180 $210,000
Q1 2022

Apr 27, 2022

BUY
$97.04 - $111.66 $38,816 - $44,664
400 Added 23.81%
2,080 $232,000
Q4 2021

Feb 03, 2022

SELL
$96.62 - $104.9 $3,188 - $3,461
-33 Reduced 1.93%
1,680 $176,000
Q3 2020

Nov 12, 2020

SELL
$79.21 - $88.56 $13,148 - $14,700
-166 Reduced 8.83%
1,713 $152,000
Q1 2020

May 12, 2020

BUY
$64.15 - $102.43 $120,537 - $192,465
1,879 New
1,879 $152,000

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 $83.9B
  • 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
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