Sculati Wealth Management, LLC DUK Holdings History
Number of Shares
7,565.00
Current Holdings Value*
$922,700.00
% of Portfolio
0.37%
Total Estimate Gain
$43,695.40
% of Total Estimate Gain
5.13%
Sculati Wealth Management, LLC's Duke Energy Corp Holding Summary
As of 2025-03-31, Sculati Wealth Management, LLC held 7,565.00 shares of Duke Energy Corp(DUK), totaling $922,700.00. This investment constitutes 0.37% of their stock portfolio, and Sculati Wealth Management, LLC now holds 0% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2024Q3. And since then Sculati Wealth Management, LLC has made 3 purchases of DUK, at an average price of $112.64, for a total of 7,565.00 shares. Based on historical transaction data and DUK's current price of $118.42, Sculati Wealth Management, LLC's estimated gain on his DUK holdings is $43,695.40, reflecting a 5.13% gain to date.
Sculati Wealth Management, LLC DUK ($118.42) Holding Chart
Sculati Wealth Management, LLC DUK ($118.42) 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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