CLA (CliftonLarsonAllen) Wealth Advisors’s Duke Energy DUK Stock Holding History

CLA (CliftonLarsonAllen) 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
2026 Q1	$1.99M	Buy
2021 Q4	–	Sell
2021 Q3	$602K	Buy
2021 Q2	$550K	Buy