A detailed history of Wealthcare Advisory Partners LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 14,983 shares of DUK stock, worth $1.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,983
Previous 13,702 9.35%
Holding current value
$1.63 Million
Previous $1.37 Million 25.78%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 04, 2024

BUY
$99.35 - $117.71 $127,267 - $150,786
1,281 Added 9.35%
14,983 $1.73 Million
Q2 2024

Aug 09, 2024

BUY
$92.87 - $104.6 $57,300 - $64,538
617 Added 4.72%
13,702 $1.37 Million
Q1 2024

Apr 15, 2024

BUY
$90.65 - $99.39 $179,940 - $197,289
1,985 Added 17.88%
13,085 $1.27 Million
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $73,478 - $84,546
860 Added 8.4%
11,100 $1.08 Million
Q3 2023

Oct 12, 2023

BUY
$86.65 - $95.56 $70,879 - $78,168
818 Added 8.68%
10,240 $903,000
Q2 2023

Jul 17, 2023

BUY
$88.01 - $99.74 $25,434 - $28,824
289 Added 3.16%
9,422 $845,000
Q1 2023

May 04, 2023

BUY
$91.55 - $105.65 $37,627 - $43,422
411 Added 4.71%
9,133 $881,000
Q4 2022

Feb 13, 2023

SELL
$86.82 - $103.84 $59,124 - $70,715
-681 Reduced 7.24%
8,722 $898,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $114,340 - $509,160
4,592 Added 95.45%
9,403 $875,000
Q2 2022

Aug 15, 2022

BUY
$97.82 - $115.43 $71,897 - $84,841
735 Added 18.03%
4,811 $516,000
Q1 2022

Apr 15, 2022

BUY
$97.04 - $111.66 $131,392 - $151,187
1,354 Added 49.74%
4,076 $455,000
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $36,715 - $39,862
380 Added 16.23%
2,722 $285,000
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $227,291 - $252,772
2,342 New
2,342 $229,000
Q2 2021

Aug 16, 2021

SELL
$96.28 - $103.74 $166,468 - $179,366
-1,729 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$85.59 - $97.58 $147,985 - $168,715
1,729 New
1,729 $167,000
Q2 2020

Jul 29, 2020

SELL
$76.02 - $91.91 $57,091 - $69,024
-751 Closed
0 $0
Q1 2020

Apr 29, 2020

SELL
$64.15 - $102.43 $70,115 - $111,955
-1,093 Reduced 59.27%
751 $61,000
Q4 2019

Jan 29, 2020

BUY
$86.66 - $97.17 $13,258 - $14,867
153 Added 9.05%
1,844 $168,000
Q3 2019

Oct 17, 2019

SELL
$86.49 - $96.28 $4,497 - $5,006
-52 Reduced 2.98%
1,691 $162,000
Q2 2019

Jul 30, 2019

BUY
$85.53 - $91.12 $5,131 - $5,467
60 Added 3.57%
1,743 $154,000
Q1 2019

May 13, 2019

BUY
$83.66 - $91.53 $8,616 - $9,427
103 Added 6.52%
1,683 $152,000
Q4 2018

Feb 14, 2019

BUY
$79.19 - $90.9 $12,116 - $13,907
153 Added 10.72%
1,580 $136,000
Q3 2018

Nov 14, 2018

BUY
$78.09 - $83.47 $156 - $166
2 Added 0.14%
1,427 $114,000
Q2 2018

Aug 14, 2018

BUY
$72.12 - $80.5 $11,034 - $12,316
153 Added 12.03%
1,425 $113,000
Q1 2018

May 15, 2018

SELL
$74.32 - $83.23 $31,957 - $35,788
-430 Reduced 25.26%
1,272 $99,000
Q4 2017

Feb 14, 2018

BUY
$83.6 - $91.09 $12,289 - $13,390
147 Added 9.45%
1,702 $143,000
Q3 2017

Nov 15, 2017

BUY
$83.92 - $88.34 $130,495 - $137,368
1,555
1,555 $131,000

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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.