Alera Investment Advisors’s Duke Energy DUK Stock Holding History

Alera Investment Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$221K	Buy
2019 Q2	–	Sell
2019 Q1	$23K	Sell
2018 Q4	$96K	Buy