Heartwood Wealth Advisors LLC Duke Energy Corp Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,787 shares of DUK stock, worth $295,059. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,787
Previous 2,987
6.7%
Holding current value
$295,059
Previous $344,000
12.79%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DUK
# of Institutions
2,287Shares Held
509MCall Options Held
4.91MPut Options Held
3.9M-
Vanguard Group Inc Valley Forge, PA72.1MShares$7.63 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$6.19 Billion0.13% of portfolio
-
State Street Corp Boston, MA39.9MShares$4.22 Billion0.19% of portfolio
-
Massachusetts Financial Services CO Boston, MA18MShares$1.9 Billion0.65% of portfolio
-
Wellington Management Group LLP Boston, MA17.8MShares$1.89 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 $81.5B
- 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...