A detailed history of Wealth Plan Investment Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,151 shares of DUK stock, worth $360,694. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,151
Previous 3,151 -0.0%
Holding current value
$360,694
Previous $304,000 3.62%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 05, 2024

SELL
$85.44 - $98.31 $28,451 - $32,737
-333 Reduced 9.56%
3,151 $305,000
Q3 2023

Nov 15, 2023

SELL
$86.65 - $95.56 $126,682 - $139,708
-1,462 Reduced 29.56%
3,484 $307,000
Q3 2023

Nov 09, 2023

BUY
$86.65 - $95.56 $422,592 - $466,046
4,877 Added 7068.12%
4,946 $436,000
Q2 2023

Aug 14, 2023

SELL
$88.01 - $99.74 $44,005 - $49,870
-500 Reduced 87.87%
69 $6,000
Q2 2023

Jul 25, 2023

SELL
$88.01 - $99.74 $227,241 - $257,528
-2,582 Reduced 81.94%
569 $51,000
Q1 2023

May 08, 2023

SELL
$91.55 - $105.65 $462,327 - $533,532
-5,050 Reduced 61.58%
3,151 $303,000
Q4 2022

Feb 15, 2023

BUY
$86.82 - $103.84 $104,791 - $125,334
1,207 Added 17.26%
8,201 $844,000
Q3 2022

Dec 12, 2022

SELL
$24.9 - $110.88 $2,888 - $12,862
-116 Reduced 1.63%
6,994 $696,000
Q1 2022

Sep 07, 2022

BUY
$97.04 - $111.66 $689,954 - $793,902
7,110 New
7,110 $783,000

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 $88.1B
  • 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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