Kellett Schaffner Wealth Advisors LLC Duke Energy Corp Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 9,623 shares of DUK stock, worth $1.08 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
9,623
Previous 9,626
0.03%
Holding current value
$1.08 Million
Previous $964,000
15.04%
% of portfolio
1.04%
Previous 0.78%
Shares
12 transactions
Others Institutions Holding DUK
# of Institutions
2,283Shares Held
511MCall Options Held
4.91MPut Options Held
3.9M-
Vanguard Group Inc Valley Forge, PA72.1MShares$8.09 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$6.56 Billion0.13% of portfolio
-
State Street Corp Boston, MA39.9MShares$4.47 Billion0.19% of portfolio
-
Massachusetts Financial Services CO Boston, MA18MShares$2.02 Billion0.65% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$2 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 $86.4B
- 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...