New Age Alpha Advisors’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	$9.47M	Sell	80,252 -7,225	-8%	-$853K	0.42%	44
2025 Q1	$10.7M	Sell	87,477 -14,212	-14%	-$1.73M	0.48%	30
2024 Q4	$11M	Buy	101,689 +101,327	+27,991%	+$10.9M	0.44%	39
2024 Q3	$41.7K	Buy	+362	New	+$41.7K	0.02%	36