Monument Capital Management’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 | $743K | Buy |
+6,293
| New | +$743K | 0.19% | 104 |
|
|
2018
Q4 | – | Sell |
-242
| Closed | -$19K | – | 163 |
|
|
2018
Q3 | $19K | Hold |
242
| – | – | 0.01% | 163 |
|
|
2018
Q2 | $19K | Hold |
242
| – | – | 0.01% | 112 |
|
|
2018
Q1 | $18K | Hold |
242
| – | – | 0.01% | 106 |
|
|
2017
Q4 | $20K | Buy |
+242
| New | +$20K | 0.01% | 96 |
|