Kingswood Wealth Advisors, LLC Duke Energy Corp Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,599 shares of DUK stock, worth $3.42 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
31,599
Previous 23,698
33.34%
Holding current value
$3.42 Million
Previous $2.38 Billion
53.39%
% of portfolio
0.26%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DUK
# of Institutions
2,288Shares Held
511MCall Options Held
4.91MPut Options Held
3.9M-
Vanguard Group Inc Valley Forge, PA72.1MShares$7.81 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$6.33 Billion0.13% of portfolio
-
State Street Corp Boston, MA39.9MShares$4.32 Billion0.19% of portfolio
-
Massachusetts Financial Services CO Boston, MA18MShares$1.95 Billion0.65% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$1.93 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 $83.4B
- 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...