Redwood Financial Network’s Duke Energy DUK Stock Holding History

Redwood Financial Network’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
2023 Q2	–	Sell	-2,172	Closed	-$209K	–	151
2023 Q1	$209K	Buy	2,172 +6	+0.3%	+$593	0.21%	138
2022 Q4	$223K	Buy	+2,166	New	+$208K	0.25%	124
2022 Q3	–	Sell	-2,093	Closed	-$224K	–	130
2022 Q2	$224K	Sell	2,093 -106	-5%	-$11.7K	0.24%	119
2022 Q1	$246K	Buy	+2,199	New	+$228K	0.23%	128

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Redwood Financial Network's DUK Position: Q2 2023 in Review

Redwood Financial Network sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 2,172 shares — an estimated $209K sold.

Redwood Financial Network first reported a position in DUK in Q1 2022 and held it in 4 quarters. The position peaked at $246K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Redwood Financial Network reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Redwood Financial Network sold 2,172 Duke Energy shares in Q2 2023, an estimated $209K.
Redwood Financial Network first reported a position in Duke Energy in Q1 2022 and held it in 4 quarters.
Redwood Financial Network's Duke Energy position peaked at $246K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Redwood Financial Network's 13F filing for Q2 2023, filed 14 Aug 2023.