Phillips Wealth Planners LLC Duke Energy Corp Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,330 shares of DUK stock, worth $612,950. This represents 0.61% of its overall portfolio holdings.
Number of Shares
5,330
Previous 6,424
17.03%
Holding current value
$612,950
Previous $661 Million
3.35%
% of portfolio
0.61%
Previous 0.7%
Shares
8 transactions
Others Institutions Holding DUK
# of Institutions
2,288Shares Held
512MCall Options Held
4.91MPut Options Held
3.9M-
Vanguard Group Inc Valley Forge, PA72.1MShares$8.29 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$6.73 Billion0.13% of portfolio
-
State Street Corp Boston, MA39.9MShares$4.59 Billion0.19% of portfolio
-
Massachusetts Financial Services CO Boston, MA18MShares$2.07 Billion0.65% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$2.05 Billion0.37% of portfolio
About Duke Energy CORP
- Ticker DUK
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 769,969,024
- Market Cap $88.5B
- 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...