A detailed history of New Edge Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,966 shares of DUK stock, worth $746,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,966
Previous 4,821 23.75%
Holding current value
$746,823
Previous $568,000 29.93%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$116.31 - $125.93 $133,174 - $144,189
1,145 Added 23.75%
5,966 $738,000
Q2 2025

Aug 11, 2025

SELL
$112.46 - $124.05 $19,568 - $21,584
-174 Reduced 3.48%
4,821 $568,000
Q1 2025

May 09, 2025

SELL
$105.87 - $121.97 $101,423 - $116,847
-958 Reduced 16.09%
4,995 $609,000
Q4 2024

Feb 04, 2025

BUY
$105.76 - $120.76 $16,498 - $18,838
156 Added 2.69%
5,953 $641,000
Q3 2024

Nov 12, 2024

BUY
$99.35 - $117.71 $291,592 - $345,478
2,935 Added 102.55%
5,797 $668,000
Q2 2024

Aug 01, 2024

SELL
$92.87 - $104.6 $53,214 - $59,935
-573 Reduced 16.68%
2,862 $286,000
Q1 2024

May 06, 2024

BUY
$90.65 - $99.39 $311,382 - $341,404
3,435 New
3,435 $332,000
Q2 2022

Aug 09, 2022

BUY
$97.82 - $115.43 $1.25 Million - $1.48 Million
12,820 New
12,820 $1.37 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 $96.4B
  • 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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