Robertson Stephens Wealth Management, LLC Duke Energy Corp Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,806 shares of DUK stock, worth $226,075. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,806
Previous 2,860
36.85%
Holding current value
$226,075
Previous $337,000
33.83%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DUK
# of Institutions
2,685Shares Held
560MCall Options Held
5.89MPut Options Held
3.5M-
Vanguard Group Inc Valley Forge, PA78.3MShares$9.8 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY58.5MShares$7.32 Billion0.13% of portfolio
-
State Street Corp Boston, MA42.3MShares$5.29 Billion0.19% of portfolio
-
Lombard Odier Asset Management (Europe) LTD London, X034.9MShares$4.37 Billion4.52% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$2.39 Billion0.16% of portfolio
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...