A detailed history of Wills Financial Group, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Wills Financial Group, Inc. holds 6,605 shares of DUK stock, worth $753,168. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,605
Previous 6,278 5.21%
Holding current value
$753,168
Previous $607,000 9.06%
% of portfolio
0.32%
Previous 0.3%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$92.87 - $104.6 $30,368 - $34,204
327 Added 5.21%
6,605 $662,000
Q1 2024

May 09, 2024

SELL
$90.65 - $99.39 $3,354 - $3,677
-37 Reduced 0.59%
6,278 $607,000
Q4 2023

Feb 14, 2024

SELL
$85.44 - $98.31 $37,679 - $43,354
-441 Reduced 6.53%
6,315 $612,000
Q3 2023

Nov 14, 2023

SELL
$86.65 - $95.56 $68,973 - $76,065
-796 Reduced 10.54%
6,756 $596,000
Q2 2023

Aug 11, 2023

BUY
$88.01 - $99.74 $46,381 - $52,562
527 Added 7.5%
7,552 $677,000
Q1 2023

May 12, 2023

BUY
$91.55 - $105.65 $274 - $316
3 Added 0.04%
7,025 $677,000
Q4 2022

Feb 14, 2023

SELL
$86.82 - $103.84 $21,878 - $26,167
-252 Reduced 3.46%
7,022 $723,000
Q3 2022

Nov 14, 2022

BUY
$24.9 - $110.88 $19,770 - $88,038
794 Added 12.25%
7,274 $677,000
Q2 2022

Aug 05, 2022

BUY
$97.82 - $115.43 $95,765 - $113,005
979 Added 17.8%
6,480 $695,000
Q1 2022

May 13, 2022

BUY
$97.04 - $111.66 $36,001 - $41,425
371 Added 7.23%
5,501 $614,000
Q4 2021

Feb 14, 2022

BUY
$96.62 - $104.9 $193 - $209
2 Added 0.04%
5,130 $538,000
Q3 2021

Nov 12, 2021

BUY
$97.05 - $107.93 $49,689 - $55,260
512 Added 11.09%
5,128 $500,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $125,452 - $135,173
1,303 Added 39.33%
4,616 $455,000
Q1 2021

May 12, 2021

BUY
$85.59 - $97.58 $171 - $195
2 Added 0.06%
3,313 $319,000
Q4 2020

Feb 17, 2021

BUY
$89.04 - $97.31 $294,811 - $322,193
3,311 New
3,311 $303,000

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 $87.8B
  • 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 Wills Financial Group, Inc. Portfolio

Follow Wills Financial Group, Inc. 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 Wills Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wills Financial Group, Inc. with notifications on news.