Ever Source Wealth Advisors, LLC Duke Energy Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,218 shares of DUK stock, worth $1.17 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,218
Previous 13,720
32.81%
Holding current value
$1.17 Million
Previous $1.67 Million
35.03%
% of portfolio
0.06%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding DUK
# of Institutions
2,596Shares Held
539MCall Options Held
5.37MPut Options Held
3.32M-
Vanguard Group Inc Valley Forge, PA75.7MShares$9.65 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$7.45 Billion0.13% of portfolio
-
State Street Corp Boston, MA41.7MShares$5.31 Billion0.19% of portfolio
-
Geode Capital Management, LLC Boston, MA18.7MShares$2.38 Billion0.16% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC17.7MShares$2.25 Billion2.15% of portfolio
About Duke Energy CORP
- Ticker DUK
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 769,969,024
- Market Cap $98.1B
- 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...