ALPS Balanced Opportunity Fund DUK Holdings History
ALPS Balanced Opportunity Fund's Duke Energy Corp Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 907.00 shares of Duke Energy Corp(DUK), totaling $110,670.00. This investment constitutes 0.98% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2024Q4. And since then ALPS Balanced Opportunity Fund has made 2 purchases of DUK, at an average price of $115.63, for a total of 970.00 shares. In addition, there have been 1 sales at an average price of $110.75 for 63.00 shares. Based on historical transaction data and DUK's current price of $117.46, ALPS Balanced Opportunity Fund's estimated gain on his DUK holdings is $1,354.47, reflecting a 1.21% gain to date.
ALPS Balanced Opportunity Fund DUK ($117.46) Holding Chart
ALPS Balanced Opportunity Fund DUK ($117.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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