A detailed history of True Wealth Design, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 17 shares of DUK stock, worth $1,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 219 92.24%
Holding current value
$1,852
Previous $21.9 Million 91.05%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$99.35 - $117.71 $20,068 - $23,777
-202 Reduced 92.24%
17 $1.96 Million
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $8,172 - $9,204
88 Added 67.18%
219 $21.9 Million
Q1 2024

May 14, 2024

SELL
$90.65 - $99.39 $4,713 - $5,168
-52 Reduced 28.42%
131 $12.7 Million
Q4 2023

Feb 14, 2024

BUY
$85.44 - $98.31 $5,126 - $5,898
60 Added 48.78%
183 $17.7 Million
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $5,805 - $6,402
-67 Reduced 35.26%
123 $10.8 Million
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $3,432 - $3,889
-39 Reduced 17.03%
190 $17.1 Million
Q1 2023

May 12, 2023

BUY
$91.55 - $105.65 $6,408 - $7,395
70 Added 44.03%
229 $22.1 Million
Q4 2022

Feb 15, 2023

BUY
$86.82 - $103.84 $13,804 - $16,510
159 New
159 $16.4 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 $83.9B
  • 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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