55I LLC’s Duke Energy DUK Stock Holding History

55I LLC’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$725K	Buy
2022 Q2	$276K	Buy
2022 Q1	$287K	Buy
2021 Q4	$257K	Buy
2021 Q3	–	Sell
2021 Q2	$265K	Buy
2020 Q4	–	Sell
2020 Q3	$316K	Buy