Number of Shares
46,000.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
4.35%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
15.02%

Wasatch Global Value Fund's Duke Energy Corp Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 46,000.00 shares of Duke Energy Corp(DUK), totaling $5.61 Mil. This investment constitutes 4.35% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.01% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2019Q3. And since then Wasatch Global Value Fund has made 11 purchases of DUK, at an average price of $93.59, for a total of 108,000.00 shares. In addition, there have been 9 sales at an average price of $100.36 for 62,000.00 shares. Based on historical transaction data and DUK's current price of $117.46, Wasatch Global Value Fund's estimated gain on his DUK holdings is $1.52 Mil, reflecting a 15.02% gain to date.

Wasatch Global Value Fund DUK ($117.46) Holding Chart

Wasatch Global Value Fund 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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