A detailed history of Blue Rock Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 7,822 shares of DUK stock, worth $979,157. This represents 0.6% of its overall portfolio holdings.

Number of Shares
7,822
Previous 7,820 0.03%
Holding current value
$979,157
Previous $954 Million 1.48%
% of portfolio
0.6%
Previous 0.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$116.31 - $125.93 $232 - $251
2 Added 0.03%
7,822 $968 Million
Q2 2025

Oct 21, 2025

SELL
$112.46 - $124.05 $112 - $124
-1 Reduced 0.01%
7,821 $923 Million
Q1 2025

May 20, 2025

BUY
$105.87 - $121.97 $289,766 - $333,831
2,737 Added 53.85%
7,820 $954 Million
Q4 2024

Feb 14, 2025

BUY
$105.76 - $120.76 $537,578 - $613,823
5,083 New
5,083 $548 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $96.4B
  • 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...
More about DUK
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