Number of Shares
13,000.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-621,041.20
% of Total Estimate Gain
-0.82%

Gibson Wealth Advisors LLC's Duke Energy Corp Holding Summary

As of 2025-03-31, Gibson Wealth Advisors LLC held 13,000.00 shares of Duke Energy Corp(DUK), totaling $1.59 Mil. This investment constitutes 1.27% of their stock portfolio, and Gibson Wealth Advisors LLC now holds 0% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2021Q4. And since then Gibson Wealth Advisors LLC has made 2 purchases of DUK, at an average price of $96.06, for a total of 786,500.00 shares. In addition, there have been 1 sales at an average price of $94.87 for 773,500.00 shares. Based on historical transaction data and DUK's current price of $119.39, Gibson Wealth Advisors LLC's estimated gain on his DUK holdings is $-621,041.20, reflecting a -0.82% gain to date.

Gibson Wealth Advisors LLC DUK ($119.39) Holding Chart

Gibson Wealth Advisors LLC DUK ($119.39) 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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