A detailed history of Blue Rock Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 7,820 shares of DUK stock, worth $917,364. This represents 0.81% of its overall portfolio holdings.

Number of Shares
7,820
Previous 5,083 53.85%
Holding current value
$917,364
Previous $548 Million 74.15%
% of portfolio
0.81%
Previous 0.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025

BUY
$105.87 - $121.97 $289,766 - $333,831
2,737 Added 53.85%
7,820 $954 Million
Q4 2024

Feb 14, 2025

BUY
$105.76 - $120.76 $537,578 - $613,823
5,083 New
5,083 $548 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 $90.3B
  • 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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