Monument Capital Management’s Duke Energy DUK Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$766K	Sell
2025 Q4	$757K	Buy
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