San Luis Wealth Advisors LLC Duke Energy Corp Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 6,553 shares of DUK stock, worth $820,304. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,553
Previous 5,744
14.08%
Holding current value
$820,304
Previous $710,000
14.08%
% of portfolio
0.18%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding DUK
# of Institutions
2,672Shares Held
557MCall Options Held
5.45MPut Options Held
3.34M-
Vanguard Group Inc Valley Forge, PA76.3MShares$9.55 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...