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Alteri Wealth’s Duke Energy DUK Stock Holding History

Alteri Wealth’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
1,779
-57
-3% -$6.73K 0.08% 252
2025
Q1 		$224K Sell
1,836
-207
-10% -$25.2K 0.1% 229
2024
Q4 		$220K Buy
+2,043
New +$220K 0.06% 227