A detailed history of Trueblood Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 4,402 shares of DUK stock, worth $479,685. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,402
Previous 4,439 0.83%
Holding current value
$479,685
Previous $445 Million 14.09%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 23, 2024

SELL
$99.35 - $117.71 $3,675 - $4,355
-37 Reduced 0.83%
4,402 $508 Million
Q2 2024

Aug 07, 2024

SELL
$92.87 - $104.6 $7,058 - $7,949
-76 Reduced 1.68%
4,439 $445 Million
Q1 2024

Apr 26, 2024

BUY
$90.65 - $99.39 $9,065 - $9,939
100 Added 2.27%
4,515 $437 Million
Q4 2023

Jan 18, 2024

BUY
$85.44 - $98.31 $377,217 - $434,038
4,415 New
4,415 $428 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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