Alera Investment Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$221K	Buy	+1,916	New	+$221K	0.03%	256
2019 Q2	–	Sell	-251	Closed	-$23K	–	331
2019 Q1	$23K	Sell	251 -864	-77%	-$79.2K	0.01%	261
2018 Q4	$96K	Buy	+1,115	New	+$96K	0.06%	120