Alta Advisers’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$483K Hold
2025
Q2
$460K Hold
2025
Q1
$476K Buy
2024
Q4
$269K Buy
2024
Q3
$219K Hold
2024
Q2
$190K Hold
2024
Q1
$184K Hold
2023
Q4
$184K Hold
2023
Q3
$168K Hold
2023
Q2
$171K Hold
2023
Q1
$183K Hold
2022
Q4
$196K Hold
2022
Q3
$177K Buy