MFS Value Series DUK Holdings History

Number of Shares
448,530.00
Current Holdings Value*
$54.71 Mil
% of Portfolio
2.17%
Total Estimate Gain
$13.27 Mil
% of Total Estimate Gain
22.37%

MFS Value Series's Duke Energy Corp Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 448,530.00 shares of Duke Energy Corp(DUK), totaling $54.71 Mil. This investment constitutes 2.17% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.06% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2019Q3. And since then MFS Value Series has made 6 purchases of DUK, at an average price of $91.79, for a total of 645,985.00 shares. In addition, there have been 14 sales at an average price of $100.68 for 197,455.00 shares. Based on historical transaction data and DUK's current price of $117.46, MFS Value Series's estimated gain on his DUK holdings is $13.27 Mil, reflecting a 22.37% gain to date.

MFS Value Series DUK ($117.46) Holding Chart

MFS Value Series DUK ($117.46) 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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