BCM ADVISORS, LLC DUK Holdings History
Number of Shares
60,366.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
1.66%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
50.20%
BCM ADVISORS, LLC's Duke Energy Corp Holding Summary
As of 2025-03-31, BCM ADVISORS, LLC held 60,366.00 shares of Duke Energy Corp(DUK), totaling $7.34 Mil. This investment constitutes 1.66% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.01% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2018Q2. And since then BCM ADVISORS, LLC has made 7 purchases of DUK, at an average price of $77.18, for a total of 70,056.00 shares. In addition, there have been 11 sales at an average price of $93.23 for 9,690.00 shares. Based on historical transaction data and DUK's current price of $119.58, BCM ADVISORS, LLC's estimated gain on his DUK holdings is $2.71 Mil, reflecting a 50.20% gain to date.
BCM ADVISORS, LLC DUK ($119.58) Holding Chart
BCM ADVISORS, LLC DUK ($119.58) 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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