Marcum Wealth, LLC Duke Energy Corp Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,936 shares of DUK stock, worth $864,785. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,936
Previous 8,450 6.08%
Holding current value
$864,785
Previous $846,000 8.16%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 08, 2024
SELL
$99.35 - $117.71 $51,065 - $60,502
-514 Reduced 6.08%
7,936 $915,000
Q2 2024

Jul 02, 2024
SELL
$92.87 - $104.6 $82,932 - $93,407
-893 Reduced 9.56%
8,450 $846,000
Q1 2024

Apr 10, 2024
SELL
$90.65 - $99.39 $101,799 - $111,614
-1,123 Reduced 10.73%
9,343 $903,000
Q4 2023

Jan 10, 2024
BUY
$85.44 - $98.31 $90,993 - $104,700
1,065 Added 11.33%
10,466 $1.02 Million
Q3 2023

Oct 10, 2023
SELL
$86.65 - $95.56 $77,031 - $84,952
-889 Reduced 8.64%
9,401 $829,000
Q2 2023

Jul 13, 2023
BUY
$88.01 - $99.74 $51,661 - $58,547
587 Added 6.05%
10,290 $923,000
Q1 2023

Apr 19, 2023
SELL
$91.55 - $105.65 $10,894 - $12,572
-119 Reduced 1.21%
9,703 $936,000
Q4 2022

Jan 12, 2023
BUY
$86.82 - $103.84 $65,809 - $78,710
758 Added 8.36%
9,822 $0
Q3 2022

Oct 11, 2022
BUY
$24.9 - $110.88 $15,512 - $69,078
623 Added 7.38%
9,064 $843,000
Q2 2022

Jul 14, 2022
BUY
$97.82 - $115.43 $5,380 - $6,348
55 Added 0.66%
8,441 $905,000
Q1 2022

Apr 20, 2022
BUY
$97.04 - $111.66 $15,041 - $17,307
155 Added 1.88%
8,386 $936,000
Q4 2021

Feb 01, 2022
BUY
$96.62 - $104.9 $7,729 - $8,392
80 Added 0.98%
8,231 $863,000
Q3 2021

Nov 08, 2021
SELL
$97.05 - $107.93 $166,246 - $184,884
-1,713 Reduced 17.37%
8,151 $796,000
Q2 2021

Aug 10, 2021
BUY
$96.28 - $103.74 $32,061 - $34,545
333 Added 3.49%
9,864 $974,000
Q1 2021

May 11, 2021
BUY
$85.59 - $97.58 $477,763 - $544,691
5,582 Added 141.35%
9,531 $920,000
Q4 2020

Feb 09, 2021
BUY
$89.04 - $97.31 $37,752 - $41,259
424 Added 12.03%
3,949 $362,000
Q3 2020

Nov 09, 2020
SELL
$79.21 - $88.56 $11,723 - $13,106
-148 Reduced 4.03%
3,525 $312,000
Q2 2020

Aug 14, 2020
BUY
$76.02 - $91.91 $19,841 - $23,988
261 Added 7.65%
3,673 $293,000
Q1 2020

May 14, 2020
BUY
$64.15 - $102.43 $67,165 - $107,244
1,047 Added 44.27%
3,412 $276,000
Q4 2019

Feb 13, 2020
BUY
$86.66 - $97.17 $204,950 - $229,807
2,365 New
2,365 $216,000

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
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