Xcel Wealth Management, LLC Duke Energy Corp Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 3,139 shares of DUK stock, worth $360,043. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,139
Previous 3,117
0.71%
Holding current value
$360,043
Previous $312,000
15.71%
% of portfolio
0.11%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding DUK
# of Institutions
2,285Shares Held
511MCall Options Held
4.91MPut Options Held
3.9M-
Vanguard Group Inc Valley Forge, PA72.1MShares$8.27 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$6.71 Billion0.13% of portfolio
-
State Street Corp Boston, MA39.9MShares$4.57 Billion0.19% of portfolio
-
Massachusetts Financial Services CO Boston, MA18MShares$2.06 Billion0.65% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$2.05 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 $88.3B
- 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...