Red Door Wealth Management’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
Q3 | $6.83M | Buy |
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|
2025
Q2 | $6.21M | Buy |
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|
2025
Q1 | $5.8M | Buy |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $4.62M | Buy |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $3.32M | Buy |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $994K | Buy |
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|
2020
Q4 | $726K | Buy |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $548K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $287K | Buy |
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