AFT
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Alpha Family Trust’s Duke Energy DUK Stock Holding History

Alpha Family Trust’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,500
Closed -$485K – 148
2023
Q3 		$485K Buy
5,500
+3,050
+124% +$269K 0.37% 55
2023
Q2 		$220K Buy
+2,450
New +$220K 0.15% 115