Heartwood Wealth Advisors LLC Duke Energy Corp Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,987 shares of DUK stock, worth $336,575. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,987
Previous 2,987
-0.0%
Holding current value
$336,575
Previous $299,000
15.05%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DUK
# of Institutions
2,203Shares Held
506MCall Options Held
4.43MPut Options Held
3.24M-
Vanguard Group Inc Valley Forge, PA71.2MShares$8.03 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$6.59 Billion0.13% of portfolio
-
State Street Corp Boston, MA38.2MShares$4.3 Billion0.17% of portfolio
-
Wellington Management Group LLP Boston, MA19.5MShares$2.2 Billion0.36% of portfolio
-
Massachusetts Financial Services CO Boston, MA18.3MShares$2.06 Billion0.58% of portfolio
About Duke Energy CORP
- Ticker DUK
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 769,969,024
- Market Cap $86.8B
- 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...