Carson Advisory Inc. DUK Holdings History
Carson Advisory Inc.'s Duke Energy Corp Holding Summary
As of 2025-03-31, Carson Advisory Inc. held 31,419.00 shares of Duke Energy Corp(DUK), totaling $3.83 Mil. This investment constitutes 2.58% of their stock portfolio, and Carson Advisory Inc. now holds 0% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 7 purchases of DUK, at an average price of $97.25, for a total of 34,001.00 shares. In addition, there have been 6 sales at an average price of $103.69 for 2,582.00 shares. Based on historical transaction data and DUK's current price of $117.46, Carson Advisory Inc.'s estimated gain on his DUK holdings is $651,695.68, reflecting a 19.71% gain to date.
Carson Advisory Inc. DUK ($117.46) Holding Chart
Carson Advisory Inc. DUK ($117.46) 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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