Mine & Arao Wealth Creation & Management, Llc. Duke Energy Corp Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$97.05 - $107.93 $4,852 - $5,396	-50 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$79.21 - $88.56 $3,960 - $4,428	50 New	50 $4,000
Q2 2020 Aug 04, 2020	SELL	$76.02 - $91.91 $11,403 - $13,786	-150 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$64.15 - $102.43 $9,622 - $15,364	-150 Reduced 50.0%	150 $12,000
Q4 2019 Feb 12, 2020	BUY	$86.66 - $97.17 $25,998 - $29,151	300 New	300 $27,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mine & Arao Wealth Creation & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mine & Arao Wealth Creation & Management, Llc. with notifications on news.

Account