Number of Shares
1,781.00
Current Holdings Value*
$217,230.00
% of Portfolio
0.17%
Total Estimate Gain
$48,700.90
% of Total Estimate Gain
4.83%

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Duke Energy Corp Holding Summary

As of 2025-03-31, CHARTER RESEARCH & INVESTMENT GROUP, INC. held 1,781.00 shares of Duke Energy Corp(DUK), totaling $217,230.00. This investment constitutes 0.17% of their stock portfolio, and CHARTER RESEARCH & INVESTMENT GROUP, INC. now holds 0% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2015Q1. And since then CHARTER RESEARCH & INVESTMENT GROUP, INC. has made 5 purchases of DUK, at an average price of $96.58, for a total of 10,437.00 shares. In addition, there have been 6 sales at an average price of $97.91 for 8,656.00 shares. Based on historical transaction data and DUK's current price of $117.45, CHARTER RESEARCH & INVESTMENT GROUP, INC.'s estimated gain on his DUK holdings is $48,700.90, reflecting a 4.83% gain to date.

CHARTER RESEARCH & INVESTMENT GROUP, INC. DUK ($117.45) Holding Chart

CHARTER RESEARCH & INVESTMENT GROUP, INC. DUK ($117.45) 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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