CAPITAL & PLANNING, LLC DUK Holdings History
CAPITAL & PLANNING, LLC's Duke Energy Corp Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 39,868.00 shares of Duke Energy Corp(DUK), totaling $4.86 Mil. This investment constitutes 3.61% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0.01% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of DUK, at an average price of $113.30, for a total of 39,868.00 shares. Based on historical transaction data and DUK's current price of $119.75, CAPITAL & PLANNING, LLC's estimated gain on his DUK holdings is $256,971.18, reflecting a 5.69% gain to date.
CAPITAL & PLANNING, LLC DUK ($119.75) Holding Chart
CAPITAL & PLANNING, LLC DUK ($119.75) 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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