A detailed history of Strategic Wealth Investment Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 81,446 shares of DUK stock, worth $8.88 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
81,446
Previous 67,560 20.55%
Holding current value
$8.88 Million
Previous $6.77 Million 38.68%
% of portfolio
1.07%
Previous 0.89%

Shares

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

Oct 24, 2024

BUY
$99.35 - $117.71 $1.38 Million - $1.63 Million
13,886 Added 20.55%
81,446 $9.39 Million
Q2 2024

Aug 13, 2024

BUY
$92.87 - $104.6 $5.4 Million - $6.08 Million
58,103 Added 614.39%
67,560 $6.77 Million
Q4 2023

Jan 16, 2024

BUY
$85.44 - $98.31 $372,860 - $429,024
4,364 Added 85.69%
9,457 $917,000
Q3 2023

Nov 03, 2023

BUY
$86.65 - $95.56 $226,416 - $249,698
2,613 Added 105.36%
5,093 $449,000
Q2 2023

Jul 17, 2023

SELL
$88.01 - $99.74 $96,194 - $109,015
-1,093 Reduced 30.59%
2,480 $222,000
Q1 2023

Apr 24, 2023

SELL
$91.55 - $105.65 $110,500 - $127,519
-1,207 Reduced 25.25%
3,573 $344,000
Q1 2023

Apr 20, 2023

SELL
$91.55 - $105.65 $62,711 - $72,370
-685 Reduced 12.53%
4,780 $461,000
Q4 2022

Jan 27, 2023

BUY
$86.82 - $103.84 $71,452 - $85,460
823 Added 17.73%
5,465 $0
Q3 2022

Oct 21, 2022

BUY
$24.9 - $110.88 $16,458 - $73,291
661 Added 16.6%
4,642 $432,000
Q2 2022

Aug 08, 2022

BUY
$97.82 - $115.43 $46,562 - $54,944
476 Added 13.58%
3,981 $427,000
Q1 2022

Apr 26, 2022

BUY
$97.04 - $111.66 $14,458 - $16,637
149 Added 4.44%
3,505 $391,000
Q4 2021

Jan 21, 2022

BUY
$96.62 - $104.9 $13,043 - $14,161
135 Added 4.19%
3,356 $352,000
Q3 2021

Nov 15, 2021

SELL
$97.05 - $107.93 $97,438 - $108,361
-1,004 Reduced 23.76%
3,221 $315,000
Q2 2021

Jul 16, 2021

BUY
$96.28 - $103.74 $46,599 - $50,210
484 Added 12.94%
4,225 $417,000
Q1 2021

Apr 22, 2021

BUY
$85.59 - $97.58 $5,734 - $6,537
67 Added 1.82%
3,741 $361,000
Q4 2020

Jan 26, 2021

BUY
$89.04 - $97.31 $327,132 - $357,516
3,674 New
3,674 $336,000
Q4 2020

Jan 15, 2021

SELL
$89.04 - $97.31 $325,975 - $356,251
-3,661 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$79.21 - $88.56 $14,099 - $15,763
178 Added 5.11%
3,661 $324,000
Q2 2020

Jul 13, 2020

SELL
$76.02 - $91.91 $4,865 - $5,882
-64 Reduced 1.8%
3,483 $278,000
Q1 2020

Apr 20, 2020

BUY
$64.15 - $102.43 $26,558 - $42,406
414 Added 13.21%
3,547 $287,000
Q4 2019

Feb 11, 2020

BUY
$86.66 - $97.17 $271,505 - $304,433
3,133 New
3,133 $286,000

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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