Number of Shares
91,268.00
Current Holdings Value*
$11.13 Mil
% of Portfolio
3.87%
Total Estimate Gain
$4.18 Mil
% of Total Estimate Gain
34.58%
BCWM, LLC's Duke Energy Corp Holding Summary
As of 2025-03-31, BCWM, LLC held 91,268.00 shares of Duke Energy Corp(DUK), totaling $11.13 Mil. This investment constitutes 3.87% of their stock portfolio, and BCWM, LLC now holds 0.01% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2018Q2. And since then BCWM, LLC has made 21 purchases of DUK, at an average price of $85.01, for a total of 142,228.00 shares. In addition, there have been 6 sales at an average price of $103.67 for 50,960.00 shares. Based on historical transaction data and DUK's current price of $120.40, BCWM, LLC's estimated gain on his DUK holdings is $4.18 Mil, reflecting a 34.58% gain to date.
BCWM, LLC DUK ($120.40) Holding Chart
BCWM, LLC DUK ($120.40) 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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