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L.J. Altfest & Co’s Duke Energy DUK Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-6,135
Closed -$661K – 336
2024
Q4 		$661K Sell
6,135
-1,179
-16% -$127K 0.08% 169
2024
Q3 		$843K Buy
+7,314
New +$843K 0.11% 147