A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 595,609 shares of DUK stock, worth $64.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
595,609
Previous 466,368 27.71%
Holding current value
$64.9 Million
Previous $46.7 Million 46.91%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Oct 23, 2024

BUY
$99.35 - $117.71 $12.8 Million - $15.2 Million
129,241 Added 27.71%
595,609 $68.7 Million
Q2 2024

Jul 16, 2024

BUY
$92.87 - $104.6 $2.9 Million - $3.26 Million
31,211 Added 7.17%
466,368 $46.7 Million
Q1 2024

Apr 15, 2024

BUY
$90.65 - $99.39 $1.22 Million - $1.33 Million
13,406 Added 3.18%
435,157 $42.1 Million
Q4 2023

Jan 30, 2024

BUY
$85.44 - $98.31 $309,890 - $356,570
3,627 Added 0.87%
421,751 $40.9 Million
Q3 2023

Nov 13, 2023

BUY
$86.65 - $95.56 $34.3 Million - $37.8 Million
396,006 Added 1790.42%
418,124 $36.9 Million
Q2 2023

Jul 21, 2023

BUY
$88.01 - $99.74 $57,118 - $64,731
649 Added 3.02%
22,118 $1.98 Million
Q1 2023

Apr 25, 2023

SELL
$91.55 - $105.65 $2.49 Million - $2.88 Million
-27,235 Reduced 55.92%
21,469 $2.07 Million
Q4 2022

Feb 01, 2023

BUY
$86.82 - $103.84 $1.81 Million - $2.17 Million
20,884 Added 75.07%
48,704 $5.02 Million
Q3 2022

Oct 17, 2022

BUY
$24.9 - $110.88 $692,718 - $3.08 Million
27,820 New
27,820 $2.48 Million
Q2 2022

Jul 18, 2022

SELL
$97.82 - $115.43 $8.46 Million - $9.99 Million
-86,508 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$97.04 - $111.66 $381,755 - $439,270
3,934 Added 4.76%
86,508 $9.67 Million
Q4 2021

Feb 08, 2022

BUY
$96.62 - $104.9 $6.8 Million - $7.38 Million
70,348 Added 575.4%
82,574 $8.6 Million
Q3 2021

Nov 03, 2021

SELL
$97.05 - $107.93 $2.67 Million - $2.97 Million
-27,528 Reduced 69.25%
12,226 $1.26 Million
Q2 2021

Aug 10, 2021

BUY
$96.28 - $103.74 $3.83 Million - $4.12 Million
39,754 New
39,754 $4.13 Million
Q3 2020

Nov 12, 2020

SELL
$79.21 - $88.56 $4.11 Million - $4.59 Million
-51,857 Closed
0 $0
Q2 2020

Oct 13, 2020

BUY
$76.02 - $91.91 $3.16 Million - $3.82 Million
41,610 Added 406.07%
51,857 $4.36 Million
Q2 2020

Aug 10, 2020

BUY
$76.02 - $91.91 $778,976 - $941,801
10,247 New
10,247 $1.42 Million
Q1 2018

Apr 26, 2018

SELL
$74.32 - $83.23 $1.81 Million - $2.03 Million
-24,359 Closed
0 $0
Q4 2017

Jan 19, 2018

SELL
$83.6 - $91.09 $315,088 - $343,318
-3,769 Reduced 13.4%
24,359 $1.92 Million
Q3 2017

Oct 18, 2017

BUY
$83.92 - $88.34 $2.36 Million - $2.48 Million
28,128
28,128 $2.38 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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