Red Door Wealth Management’s Duke Energy DUK Stock Holding History

Red Door Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.74M	Buy	61,118 +3,424	+6%	+$432K	0.71%	40
2026 Q1	$7.55M	Buy	57,694 +903	+2%	+$113K	0.79%	35
2025 Q4	$6.66M	Buy	56,791 +1,586	+3%	+$194K	0.69%	40
2025 Q3	$6.83M	Buy	55,205 +2,595	+5%	+$315K	0.73%	40
2025 Q2	$6.21M	Buy	52,610 +5,038	+11%	+$594K	0.74%	42
2025 Q1	$5.8M	Buy	47,572 +4,263	+10%	+$486K	0.86%	42
2024 Q4	$4.67M	Buy	43,309 +3,250	+8%	+$368K	0.71%	42
2024 Q3	$4.62M	Buy	40,059 +2,799	+8%	+$312K	0.77%	42
2024 Q2	$3.73M	Buy	37,260 +2,900	+8%	+$290K	0.66%	48
2024 Q1	$3.32M	Buy	34,360 +3,029	+10%	+$287K	0.64%	48
2023 Q4	$3.04M	Buy	31,331 +2,599	+9%	+$236K	0.66%	47
2023 Q3	$2.54M	Buy	28,732 +1,846	+7%	+$169K	0.63%	47
2023 Q2	$2.41M	Buy	26,886 +1,390	+5%	+$131K	0.53%	50
2023 Q1	$2.46M	Buy	25,496 +1,096	+4%	+$108K	0.77%	47
2022 Q4	$2.51M	Buy	24,400 +1,872	+8%	+$180K	0.83%	45
2022 Q3	$2.1M	Buy	22,528 +1,064	+5%	+$114K	0.79%	48
2022 Q2	$2.3M	Buy	21,464 +894	+4%	+$98.3K	0.85%	46
2022 Q1	$2.3M	Buy	20,570 +3,310	+19%	+$344K	0.77%	48
2021 Q4	$1.81M	Buy	17,260 +2,115	+14%	+$214K	0.59%	55
2021 Q3	$1.48M	Buy	15,145 +2,545	+20%	+$263K	0.57%	58
2021 Q2	$1.24M	Buy	12,600 +2,315	+23%	+$233K	0.48%	57
2021 Q1	$994K	Buy	10,285 +2,352	+30%	+$215K	0.51%	57
2020 Q4	$726K	Buy	7,933 +867	+12%	+$80.2K	0.43%	60
2020 Q3	$624K	Buy	7,066 +200	+3%	+$16.5K	0.46%	61
2020 Q2	$548K	Buy	6,866 +1,204	+21%	+$102K	0.4%	62
2020 Q1	$457K	Buy	5,662 +2,512	+80%	+$231K	0.43%	55
2019 Q4	$287K	Buy	+3,150	New	+$289K	0.26%	79

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Red Door Wealth Management's DUK Position: Q2 2026 in Review

Red Door Wealth Management increased its Duke Energy (DUK) stake by 5.9% in Q2 2026, buying an estimated $432K and bringing the position to 61,118 shares worth $7.74M. The position accounts for 0.71% of the portfolio, ranked #40.

Red Door Wealth Management first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. 765 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Red Door Wealth Management held 61,118 shares of Duke Energy worth $7.74M as of Q2 2026.
Red Door Wealth Management bought 3,424 Duke Energy shares in Q2 2026, an estimated $432K.
Duke Energy made up 0.71% of Red Door Wealth Management's portfolio in Q2 2026, its #40 holding.
Red Door Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
765 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.