Alta Advisers’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 | $460K | Hold |
3,900
| – | – | 0.16% | 113 |
|
|
2025
Q1 | $476K | Buy |
3,900
+1,400
| +56% | +$171K | 0.2% | 100 |
|
|
2024
Q4 | $269K | Buy |
2,500
+600
| +32% | +$64.6K | 0.17% | 116 |
|
|
2024
Q3 | $219K | Hold |
1,900
| – | – | 0.1% | 128 |
|
|
2024
Q2 | $190K | Hold |
1,900
| – | – | 0.09% | 140 |
|
|
2024
Q1 | $184K | Hold |
1,900
| – | – | 0.09% | 149 |
|
|
2023
Q4 | $184K | Hold |
1,900
| – | – | 0.1% | 123 |
|
|
2023
Q3 | $168K | Hold |
1,900
| – | – | 0.1% | 127 |
|
|
2023
Q2 | $171K | Hold |
1,900
| – | – | 0.1% | 130 |
|
|
2023
Q1 | $183K | Hold |
1,900
| – | – | 0.11% | 109 |
|
|
2022
Q4 | $196K | Hold |
1,900
| – | – | 0.12% | 103 |
|
|
2022
Q3 | $177K | Buy |
+1,900
| New | +$177K | 0.11% | 101 |
|