Cerro Pacific Wealth Advisors’s Duke Energy DUK Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$229K	Sell
2022 Q4	$650K	Sell
2022 Q3	$668K	Sell
2022 Q2	$943K	Sell
2022 Q1	$1.08M	Buy
2021 Q4	$1.01M	Buy
2021 Q3	$340K	Buy