Monument Capital Management’s Duke Energy DUK Stock Holding History

Monument Capital Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$779K	Hold
2025 Q2	$743K	Buy
2018 Q4	–	Sell
2018 Q3	$19K	Hold
2018 Q2	$19K	Hold
2018 Q1	$18K	Hold
2017 Q4	$20K	Buy