A detailed history of Modern Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,969 shares of DUK stock, worth $971,432. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,969
Previous 8,069 11.15%
Holding current value
$971,432
Previous $809 Million 27.87%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 05, 2024

BUY
$99.35 - $117.71 $89,415 - $105,939
900 Added 11.15%
8,969 $1.03 Billion
Q2 2024

Aug 07, 2024

SELL
$92.87 - $104.6 $2,878 - $3,242
-31 Reduced 0.38%
8,069 $809 Million
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $511,537 - $560,857
5,643 Added 229.67%
8,100 $832 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $209,926 - $241,547
2,457 New
2,457 $238 Million

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 $83.4B
  • 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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