Richwood Investment Advisors’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
Sell
-1,685
Closed -$206K 101
2025
Q1
$206K Buy
+1,685
New +$206K 0.17% 96
2022
Q1
Sell
-1,515
Closed -$159K 152
2021
Q4
$159K Buy
+1,515
New +$159K 0.14% 116