Janiczek Wealth Management, LLC Duke Energy Corp Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,753 shares of DUK stock, worth $185,590. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,753

Previous 1,750 0.17%

Holding current value

$185,590

Previous $169,000 3.55%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$92.87 - $104.6 $278 - $313	3 Added 0.17%	1,753 $175,000
Q1 2024 Apr 15, 2024	SELL	$90.65 - $99.39 $64,996 - $71,262	-717 Reduced 29.06%	1,750 $169,000
Q4 2023 Jan 26, 2024	BUY	$85.44 - $98.31 $113,549 - $130,653	1,329 Added 116.78%	2,467 $239,000
Q3 2023 Oct 13, 2023	SELL	$86.65 - $95.56 $14,470 - $15,958	-167 Reduced 12.8%	1,138 $100,000
Q2 2023 Jul 11, 2023	SELL	$88.01 - $99.74 $33,179 - $37,601	-377 Reduced 22.41%	1,305 $117,000
Q1 2023 Apr 21, 2023	SELL	$91.55 - $105.65 $60,423 - $69,729	-660 Reduced 28.18%	1,682 $162,000
Q4 2022 Jan 20, 2023	SELL	$86.82 - $103.84 $16,322 - $19,521	-188 Reduced 7.43%	2,342 $0
Q3 2022 Oct 17, 2022	BUY	$24.9 - $110.88 $17,006 - $75,731	683 Added 36.98%	2,530 $226,000
Q2 2022 Aug 03, 2022	BUY	$97.82 - $115.43 $77,473 - $91,420	792 Added 75.07%	1,847 $203,000
Q1 2022 May 05, 2022	BUY	$97.04 - $111.66 $11,838 - $13,622	122 Added 13.08%	1,055 $118,000
Q4 2021 Feb 02, 2022	BUY	$96.62 - $104.9 $8,599 - $9,336	89 Added 10.55%	933 $98,000
Q3 2021 Oct 19, 2021	BUY	$97.05 - $107.93 $6,890 - $7,663	71 Added 9.18%	844 $82,000
Q2 2021 Jul 28, 2021	BUY	$96.28 - $103.74 $5,873 - $6,328	61 Added 8.57%	773 $76,000
Q1 2021 Apr 28, 2021	SELL	$85.59 - $97.58 $3,765 - $4,293	-44 Reduced 5.82%	712 $69,000
Q4 2020 Jan 26, 2021	BUY	$89.04 - $97.31 $36,150 - $39,507	406 Added 116.0%	756 $69,000
Q3 2020 Oct 19, 2020	BUY	$79.21 - $88.56 $396 - $442	5 Added 1.45%	350 $31,000
Q2 2020 Jul 17, 2020	BUY	$76.02 - $91.91 $2,964 - $3,584	39 Added 12.75%	345 $28,000
Q2 2018 Jul 25, 2018	BUY	$72.12 - $80.5 $22,068 - $24,633	306 New	306 $24,000

Others Institutions Holding DUK

# of Institutions

2,287

Shares Held

509M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $81.5B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.

Account

Janiczek Wealth Management, LLC Duke Energy Corp Transaction History