Red Door Wealth Management’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 | $6.21M | Buy |
52,610
+5,038
| +11% | +$594K | 0.74% | 42 |
|
|
2025
Q1 | $5.8M | Buy |
47,572
+4,263
| +10% | +$520K | 0.86% | 42 |
|
|
2024
Q4 | $4.67M | Buy |
43,309
+3,250
| +8% | +$350K | 0.71% | 42 |
|
|
2024
Q3 | $4.62M | Buy |
40,059
+2,799
| +8% | +$323K | 0.77% | 42 |
|
|
2024
Q2 | $3.73M | Buy |
37,260
+2,900
| +8% | +$291K | 0.66% | 48 |
|
|
2024
Q1 | $3.32M | Buy |
34,360
+3,029
| +10% | +$293K | 0.64% | 48 |
|
|
2023
Q4 | $3.04M | Buy |
31,331
+2,599
| +9% | +$252K | 0.66% | 47 |
|
|
2023
Q3 | $2.54M | Buy |
28,732
+1,846
| +7% | +$163K | 0.63% | 47 |
|
|
2023
Q2 | $2.41M | Buy |
26,886
+1,390
| +5% | +$125K | 0.53% | 50 |
|
|
2023
Q1 | $2.46M | Buy |
25,496
+1,096
| +4% | +$106K | 0.77% | 47 |
|
|
2022
Q4 | $2.51M | Buy |
24,400
+1,872
| +8% | +$193K | 0.83% | 45 |
|
|
2022
Q3 | $2.1M | Buy |
22,528
+1,064
| +5% | +$98.9K | 0.79% | 48 |
|
|
2022
Q2 | $2.3M | Buy |
21,464
+894
| +4% | +$95.8K | 0.85% | 46 |
|
|
2022
Q1 | $2.3M | Buy |
20,570
+3,310
| +19% | +$369K | 0.77% | 48 |
|
|
2021
Q4 | $1.81M | Buy |
17,260
+2,115
| +14% | +$222K | 0.59% | 55 |
|
|
2021
Q3 | $1.48M | Buy |
15,145
+2,545
| +20% | +$248K | 0.57% | 58 |
|
|
2021
Q2 | $1.24M | Buy |
12,600
+2,315
| +23% | +$228K | 0.48% | 57 |
|
|
2021
Q1 | $994K | Buy |
10,285
+2,352
| +30% | +$227K | 0.51% | 57 |
|
|
2020
Q4 | $726K | Buy |
7,933
+867
| +12% | +$79.3K | 0.43% | 60 |
|
|
2020
Q3 | $624K | Buy |
7,066
+200
| +3% | +$17.7K | 0.46% | 61 |
|
|
2020
Q2 | $548K | Buy |
6,866
+1,204
| +21% | +$96.1K | 0.4% | 62 |
|
|
2020
Q1 | $457K | Buy |
5,662
+2,512
| +80% | +$203K | 0.43% | 55 |
|
|
2019
Q4 | $287K | Buy |
+3,150
| New | +$287K | 0.26% | 79 |
|