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Richards, Merrill & Peterson’s Duke Energy DUK Stock Holding History

Richards, Merrill & Peterson’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,136
Closed -$139K – 275
2025
Q1 		$139K Buy
1,136
+98
+9% +$12K 0.07% 168
2024
Q4 		$112K Buy
+1,038
New +$112K 0.06% 176