Number of Shares
1.53 Mil
Current Holdings Value*
$179.85 Mil
% of Portfolio
9.52%
Total Estimate Gain
$3.23 Mil
% of Total Estimate Gain
1.10%

Select Utilities Portfolio's Duke Energy Corp Holding Summary

As of 2025-02-28, Select Utilities Portfolio held 1.53 Mil shares of Duke Energy Corp(DUK), totaling $179.85 Mil. This investment constitutes 9.52% of their stock portfolio, and Select Utilities Portfolio now holds 0.2% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2021Q4. And since then Select Utilities Portfolio has made 5 purchases of DUK, at an average price of $108.78, for a total of 2.69 Mil shares. In addition, there have been 6 sales at an average price of $98.81 for 1.16 Mil shares. Based on historical transaction data and DUK's current price of $118.42, Select Utilities Portfolio's estimated gain on his DUK holdings is $3.23 Mil, reflecting a 1.10% gain to date.

Select Utilities Portfolio DUK ($118.42) Holding Chart

Select Utilities Portfolio 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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