Number of Shares
153,406.00
Current Holdings Value*
$18.71 Mil
% of Portfolio
2.93%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
18.16%

Laurel Wealth Advisors LLC's Duke Energy Corp Holding Summary

As of 2025-03-31, Laurel Wealth Advisors LLC held 153,406.00 shares of Duke Energy Corp(DUK), totaling $18.71 Mil. This investment constitutes 2.93% of their stock portfolio, and Laurel Wealth Advisors LLC now holds 0.02% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2018Q4. And since then Laurel Wealth Advisors LLC has made 20 purchases of DUK, at an average price of $99.98, for a total of 164,789.00 shares. In addition, there have been 5 sales at an average price of $99.53 for 11,383.00 shares. Based on historical transaction data and DUK's current price of $119.51, Laurel Wealth Advisors LLC's estimated gain on his DUK holdings is $2.99 Mil, reflecting a 18.16% gain to date.

Laurel Wealth Advisors LLC DUK ($119.51) Holding Chart

Laurel Wealth Advisors LLC DUK ($119.51) 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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