Number of Shares
55,515.00
Current Holdings Value*
$6.77 Mil
% of Portfolio
1.64%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
23.82%

Founders Financial Alliance, LLC's Duke Energy Corp Holding Summary

As of 2025-03-31, Founders Financial Alliance, LLC held 55,515.00 shares of Duke Energy Corp(DUK), totaling $6.77 Mil. This investment constitutes 1.64% of their stock portfolio, and Founders Financial Alliance, LLC now holds 0.01% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2020Q3. And since then Founders Financial Alliance, LLC has made 11 purchases of DUK, at an average price of $92.17, for a total of 88,444.00 shares. In addition, there have been 7 sales at an average price of $106.90 for 32,929.00 shares. Based on historical transaction data and DUK's current price of $118.42, Founders Financial Alliance, LLC's estimated gain on his DUK holdings is $1.94 Mil, reflecting a 23.82% gain to date.

Founders Financial Alliance, LLC DUK ($118.42) Holding Chart

Founders Financial Alliance, LLC DUK ($118.42) 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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