Focused Large Cap Value Fund DUK Holdings History
Focused Large Cap Value Fund's Duke Energy Corp Holding Summary
As of 2025-03-31, Focused Large Cap Value Fund held 901,778.00 shares of Duke Energy Corp(DUK), totaling $109.99 Mil. This investment constitutes 3.75% of their stock portfolio, and Focused Large Cap Value Fund now holds 0.12% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2020Q3. And since then Focused Large Cap Value Fund has made 10 purchases of DUK, at an average price of $96.66, for a total of 1.65 Mil shares. In addition, there have been 8 sales at an average price of $108.57 for 746,761.00 shares. Based on historical transaction data and DUK's current price of $117.79, Focused Large Cap Value Fund's estimated gain on his DUK holdings is $27.95 Mil, reflecting a 17.54% gain to date.
Focused Large Cap Value Fund DUK ($117.79) Holding Chart
Focused Large Cap Value Fund DUK ($117.79) 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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