Octavia Wealth Advisors, LLC Duke Energy Corp Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,103 shares of DUK stock, worth $409,520. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,103
Previous 5,214
21.31%
Holding current value
$409,520
Previous $505,000
21.58%
% of portfolio
0.06%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding DUK
# of Institutions
2,087Shares Held
494MCall Options Held
5.43MPut Options Held
2.91M-
Vanguard Group Inc Valley Forge, PA70.7MShares$7.05 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY56.9MShares$5.67 Billion0.13% of portfolio
-
State Street Corp Boston, MA38.5MShares$3.84 Billion0.17% of portfolio
-
Wellington Management Group LLP Boston, MA20.2MShares$2.01 Billion0.35% of portfolio
-
Massachusetts Financial Services CO Boston, MA18.6MShares$1.86 Billion0.56% of portfolio
About Duke Energy CORP
- Ticker DUK
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 769,969,024
- Market Cap $76.9B
- 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...