Alpine Bank Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2,852
-179
-6% -$21.1K 0.05% 115
2025
Q1
$370K Buy
+3,031
New +$370K 0.06% 106
2024
Q3
$382K Buy
+3,309
New +$382K 0.06% 112