Redmont Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$164K Buy
2024
Q4
Sell
2024
Q3
$135K Hold
2024
Q2
$117K Hold
2024
Q1
$113K Buy
2023
Q1
Sell
2022
Q4
$223K Hold
2022
Q3
$202K Hold
2022
Q2
$233K Hold
2022
Q1
$242K Hold
2021
Q4
$228K Buy