One Ascent Wealth Management LLC Duke Energy Corp Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 5,412 shares of DUK stock, worth $540,171. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,412
Previous 4,762
13.65%
Holding current value
$540,171
Previous $462,000
13.2%
% of portfolio
0.2%
Previous 0.18%
Shares
11 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...