AlTi Global’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 | $296K | Buy |
2,504
+569
| +29% | +$67.2K | 0.01% | 356 |
|
|
2025
Q1 | $236K | Sell |
1,935
-213
| -10% | -$26K | 0.01% | 358 |
|
|
2024
Q4 | $232K | Buy |
2,148
+20
| +0.9% | +$2.16K | 0.01% | 383 |
|
|
2024
Q3 | $245K | Buy |
2,128
+16
| +0.8% | +$1.85K | 0.01% | 349 |
|
|
2024
Q2 | $212K | Buy |
+2,112
| New | +$212K | 0.01% | 362 |
|