Number of Shares
30,362.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
1.18%
Total Estimate Gain
$880,559.46
% of Total Estimate Gain
26.80%

PHYSICIANS FINANCIAL SERVICES, INC.'s Duke Energy Corp Holding Summary

As of 2025-03-31, PHYSICIANS FINANCIAL SERVICES, INC. held 30,362.00 shares of Duke Energy Corp(DUK), totaling $3.70 Mil. This investment constitutes 1.18% of their stock portfolio, and PHYSICIANS FINANCIAL SERVICES, INC. now holds 0% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2018Q2. And since then PHYSICIANS FINANCIAL SERVICES, INC. has made 12 purchases of DUK, at an average price of $90.81, for a total of 36,187.00 shares. In addition, there have been 16 sales at an average price of $98.83 for 5,825.00 shares. Based on historical transaction data and DUK's current price of $118.28, PHYSICIANS FINANCIAL SERVICES, INC.'s estimated gain on his DUK holdings is $880,559.46, reflecting a 26.80% gain to date.

PHYSICIANS FINANCIAL SERVICES, INC. DUK ($118.28) Holding Chart

PHYSICIANS FINANCIAL SERVICES, INC. DUK ($118.28) 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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