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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 0.25% 98

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return