Number of Shares
1,846.00
Current Holdings Value*
$225,160.00
% of Portfolio
0.12%
Total Estimate Gain
$7,443.34
% of Total Estimate Gain
1.76%

Tower Wealth Partners, Inc.'s Duke Energy Corp Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 1,846.00 shares of Duke Energy Corp(DUK), totaling $225,160.00. This investment constitutes 0.12% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2022Q2. And since then Tower Wealth Partners, Inc. has made 2 purchases of DUK, at an average price of $111.95, for a total of 3,776.00 shares. In addition, there have been 1 sales at an average price of $107.40 for 1,930.00 shares. Based on historical transaction data and DUK's current price of $120.73, Tower Wealth Partners, Inc.'s estimated gain on his DUK holdings is $7,443.34, reflecting a 1.76% gain to date.

Tower Wealth Partners, Inc. DUK ($120.73) Holding Chart

Tower Wealth Partners, Inc. DUK ($120.73) 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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