Lebenthal Global Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,473	Closed	-$337K	–	185
2023 Q4	$337K	Buy	+3,473	New	+$337K	0.08%	143
2021 Q1	–	Sell	-732	Closed	-$67K	–	243
2020 Q4	$67K	Buy	+732	New	+$67K	0.05%	215