A detailed history of Transform Wealth, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 3,864 shares of DUK stock, worth $440,611. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,864
Previous 3,861 0.08%
Holding current value
$440,611
Previous $386,000 15.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$99.35 - $117.71 $298 - $353
3 Added 0.08%
3,864 $445,000
Q2 2024

Jul 15, 2024

SELL
$92.87 - $104.6 $21,174 - $23,848
-228 Reduced 5.58%
3,861 $386,000
Q1 2024

Apr 15, 2024

BUY
$90.65 - $99.39 $6,254 - $6,857
69 Added 1.72%
4,089 $395,000
Q4 2023

Jan 18, 2024

SELL
$85.44 - $98.31 $36,910 - $42,469
-432 Reduced 9.7%
4,020 $390,000
Q3 2023

Oct 10, 2023

SELL
$86.65 - $95.56 $220,350 - $243,009
-2,543 Reduced 36.35%
4,452 $392,000
Q2 2023

Jul 13, 2023

BUY
$88.01 - $99.74 $1,232 - $1,396
14 Added 0.2%
6,995 $627,000
Q1 2023

Apr 14, 2023

BUY
$91.55 - $105.65 $84,866 - $97,937
927 Added 15.31%
6,981 $673,000
Q4 2022

Jan 12, 2023

BUY
$86.82 - $103.84 $97,238 - $116,300
1,120 Added 22.7%
6,054 $0
Q3 2022

Oct 21, 2022

SELL
$24.9 - $110.88 $9,387 - $41,801
-377 Reduced 7.1%
4,934 $459,000
Q2 2022

Jul 15, 2022

SELL
$97.82 - $115.43 $9,195 - $10,850
-94 Reduced 1.74%
5,311 $569,000
Q1 2022

Apr 25, 2022

SELL
$97.04 - $111.66 $20,378 - $23,448
-210 Reduced 3.74%
5,405 $604,000
Q4 2021

Jan 26, 2022

SELL
$96.62 - $104.9 $60,870 - $66,087
-630 Reduced 10.09%
5,615 $589,000
Q3 2021

Oct 15, 2021

SELL
$97.05 - $107.93 $83,560 - $92,927
-861 Reduced 12.12%
6,245 $609,000
Q2 2021

Jul 20, 2021

BUY
$96.28 - $103.74 $1,636 - $1,763
17 Added 0.24%
7,106 $702,000
Q1 2021

Apr 22, 2021

BUY
$85.59 - $97.58 $2,225 - $2,537
26 Added 0.37%
7,089 $684,000
Q4 2020

Jan 20, 2021

BUY
$89.04 - $97.31 $72,389 - $79,113
813 Added 13.01%
7,063 $647,000
Q3 2020

Oct 21, 2020

SELL
$79.21 - $88.56 $15,841 - $17,712
-200 Reduced 3.1%
6,250 $553,000
Q2 2020

Jul 22, 2020

SELL
$76.02 - $91.91 $68,418 - $82,719
-900 Reduced 12.24%
6,450 $515,000
Q1 2020

Apr 30, 2020

BUY
$64.15 - $102.43 $9,622 - $15,364
150 Added 2.08%
7,350 $594,000
Q4 2019

Jan 24, 2020

SELL
$86.66 - $97.17 $86,660 - $97,170
-1,000 Reduced 12.2%
7,200 $657,000
Q3 2019

Oct 24, 2019

BUY
$86.49 - $96.28 $25,947 - $28,884
300 Added 3.8%
8,200 $786,000
Q2 2019

Jul 30, 2019

SELL
$85.53 - $91.12 $1.53 Million - $1.63 Million
-17,850 Reduced 69.32%
7,900 $697,000
Q1 2019

Apr 12, 2019

SELL
$83.66 - $91.53 $343,006 - $375,273
-4,100 Reduced 13.74%
25,750 $2.32 Million
Q4 2018

Jan 30, 2019

BUY
$79.19 - $90.9 $47,514 - $54,540
600 Added 2.05%
29,850 $2.58 Million
Q3 2018

Oct 25, 2018

SELL
$78.09 - $83.47 $114,011 - $121,866
-1,460 Reduced 4.75%
29,250 $2.34 Million
Q2 2018

Aug 03, 2018

SELL
$72.12 - $80.5 $453,274 - $505,942
-6,285 Reduced 16.99%
30,710 $2.43 Million
Q1 2018

May 03, 2018

SELL
$74.32 - $83.23 $1.1 Million - $1.23 Million
-14,830 Reduced 28.62%
36,995 $2.87 Million
Q4 2017

Feb 08, 2018

BUY
$83.6 - $91.09 $4.33 Million - $4.72 Million
51,825
51,825 $4.36 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 $87.8B
  • 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

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Transform Wealth, LLC with notifications on news.