Foundry Partners, LLC DUK Holdings History

Number of Shares
329,922.00
Current Holdings Value*
$40.24 Mil
% of Portfolio
2.13%
Total Estimate Gain
$6.72 Mil
% of Total Estimate Gain
15.88%

Foundry Partners, LLC's Duke Energy Corp Holding Summary

As of 2025-03-31, Foundry Partners, LLC held 329,922.00 shares of Duke Energy Corp(DUK), totaling $40.24 Mil. This investment constitutes 2.13% of their stock portfolio, and Foundry Partners, LLC now holds 0.04% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2023Q2. And since then Foundry Partners, LLC has made 5 purchases of DUK, at an average price of $96.86, for a total of 437,048.00 shares. In addition, there have been 3 sales at an average price of $97.37 for 107,126.00 shares. Based on historical transaction data and DUK's current price of $117.06, Foundry Partners, LLC's estimated gain on his DUK holdings is $6.72 Mil, reflecting a 15.88% gain to date.

Foundry Partners, LLC DUK ($117.06) Holding Chart

Foundry Partners, LLC DUK ($117.06) 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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