Redmont Wealth Advisors’s Duke Energy DUK Stock Holding History

Redmont Wealth Advisors’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 Q4	$158K	Hold	1,347	–	–	0.24%	57
2025 Q3	$167K	Hold	1,347	–	–	0.23%	66
2025 Q2	$159K	Hold	1,347	–	–	0.23%	66
2025 Q1	$164K	Buy	+1,347	New	+$154K	0.32%	59
2024 Q4	–	Sell	-1,170	Closed	-$135K	–	138
2024 Q3	$135K	Hold	1,170	–	–	0.21%	68
2024 Q2	$117K	Hold	1,170	–	–	0.18%	70
2024 Q1	$113K	Buy	+1,170	New	+$111K	0.16%	70
2023 Q1	–	Sell	-2,170	Closed	-$223K	–	80
2022 Q4	$223K	Hold	2,170	–	–	0.26%	96
2022 Q3	$202K	Hold	2,170	–	–	0.26%	92
2022 Q2	$233K	Hold	2,170	–	–	0.28%	89
2022 Q1	$242K	Hold	2,170	–	–	0.26%	85
2021 Q4	$228K	Buy	+2,170	New	+$220K	0.24%	98

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Redmont Wealth Advisors's DUK Position: Q4 2025 in Review

Redmont Wealth Advisors held its Duke Energy (DUK) position steady in Q4 2025 at 1,347 shares worth $158K. The position accounts for 0.24% of the portfolio, ranked #57.

Redmont Wealth Advisors first reported a position in DUK in Q4 2021 and has held it in 12 quarters since. The position peaked at $242K in Q1 2022. 2,404 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Redmont Wealth Advisors held 1,347 shares of Duke Energy worth $158K as of Q4 2025.
Redmont Wealth Advisors left its Duke Energy share count unchanged in Q4 2025.
Duke Energy made up 0.24% of Redmont Wealth Advisors's portfolio in Q4 2025, its #57 holding.
Redmont Wealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 12 quarters since.
Redmont Wealth Advisors's Duke Energy position peaked at $242K in Q1 2022.
2,404 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.