White Lighthouse Investment Management Inc. Duke Energy Corp Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$90.65 - $99.39 $90 - $99	1 Added 0.02%	4,161 $402,000
Q2 2021 Jul 26, 2021	SELL	$96.28 - $103.74 $20,603 - $22,200	-214 Reduced 4.89%	4,160 $411,000
Q2 2020 Jul 23, 2020	BUY	$76.02 - $91.91 $332,511 - $402,014	4,374 New	4,374 $349,000

Others Institutions Holding DUK

# of Institutions

2,203

Shares Held

506M

Call Options Held

4.43M

Put Options Held

3.24M

Vanguard Group Inc Valley Forge, PA

71.2M
Shares

$8.03 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

58.5M
Shares

$6.59 Billion
0.13% of portfolio
State Street Corp Boston, MA

38.2M
Shares

$4.3 Billion
0.17% of portfolio
Wellington Management Group LLP Boston, MA

19.5M
Shares

$2.2 Billion
0.36% of portfolio
Massachusetts Financial Services CO Boston, MA

18.3M
Shares

$2.06 Billion
0.58% of portfolio

View Full List

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...

More about DUK

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