Compass Wealth Management, Llc/Ga Duke Energy Corp Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Duke Energy Corp stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 1,759 shares of DUK stock, worth $215,846. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,759
Previous 1,759
-0.0%
Holding current value
$215,846
Previous $208 Million
4.87%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DUK
# of Institutions
2,656Shares Held
557MCall Options Held
4.78MPut Options Held
3.71M-
Vanguard Group Inc Valley Forge, PA76.3MShares$9.36 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$7.18 Billion0.13% of portfolio
-
State Street Corp Boston, MA42.3MShares$5.19 Billion0.19% of portfolio
-
Lombard Odier Asset Management (Europe) LTD London, X034.9MShares$4.29 Billion4.52% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$2.34 Billion0.16% of portfolio
About Duke Energy CORP
- Ticker DUK
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 769,969,024
- Market Cap $94.5B
- 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...