Alternative Investment Advisors’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 | $283K | Buy |
2,397
+177
| +8% | +$20.9K | 0.14% | 45 |
|
|
2025
Q1 | $271K | Buy |
2,220
+7
| +0.3% | +$854 | 0.14% | 45 |
|
|
2024
Q4 | $238K | Buy |
2,213
+23
| +1% | +$2.48K | 0.12% | 47 |
|
|
2024
Q3 | $252K | Buy |
2,190
+188
| +9% | +$21.7K | 0.13% | 41 |
|
|
2024
Q2 | $201K | Buy |
+2,002
| New | +$201K | 0.11% | 41 |
|
|
2024
Q1 | – | Sell |
-2,226
| Closed | -$216K | – | 46 |
|
|
2023
Q4 | $216K | Buy |
+2,226
| New | +$216K | 0.14% | 46 |
|