Wealth Group, Ltd. DUK Holdings History
Wealth Group, Ltd.'s Duke Energy Corp Holding Summary
As of 2025-03-31, Wealth Group, Ltd. held 26,782.00 shares of Duke Energy Corp(DUK), totaling $3.27 Mil. This investment constitutes 2.12% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 2 purchases of DUK, at an average price of $97.78, for a total of 26,888.00 shares. In addition, there have been 2 sales at an average price of $103.64 for 106.00 shares. Based on historical transaction data and DUK's current price of $117.52, Wealth Group, Ltd.'s estimated gain on his DUK holdings is $529,203.91, reflecting a 20.13% gain to date.
Wealth Group, Ltd. DUK ($117.52) Holding Chart
Wealth Group, Ltd. DUK ($117.52) 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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