BARTLETT & CO. WEALTH MANAGEMENT LLC DUK Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Duke Energy Corp Holding Summary
As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 7,000.00 shares of Duke Energy Corp(DUK), totaling $7,420.00. This investment constitutes 0% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 13 purchases of DUK, at an average price of $101.84, for a total of 1.69 Mil shares. In addition, there have been 12 sales at an average price of $110.53 for 1.10 Mil shares. Based on historical transaction data and DUK's current price of $118.42, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his DUK holdings is $19.30 Mil, reflecting a 11.24% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC DUK ($118.42) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC DUK ($118.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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