Redwood Wealth Management Group’s Duke Energy DUK Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-1,760	Closed	-$230K	–	34
2026 Q1	$230K	Sell	1,760 -23	-1%	-$2.88K	0.1%	154
2025 Q4	$209K	Sell	1,783 -32	-2%	-$3.91K	0.09%	182
2025 Q3	$225K	Buy	1,815 +4	+0.2%	+$485	0.1%	163
2025 Q2	$214K	Buy	1,811 +3	+0.2%	+$354	0.1%	167
2025 Q1	$221K	Buy	+1,808	New	+$206K	0.11%	147
2024 Q3	–	Sell	-1,720	Closed	-$172K	–	417
2024 Q2	$172K	Buy	+1,720	New	+$172K	0.13%	125

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Redwood Wealth Management Group's DUK Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,760 shares — an estimated $230K sold.

Redwood Wealth Management Group first reported a position in DUK in Q2 2024 and held it in 6 quarters. The position peaked at $230K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Redwood Wealth Management Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 1,760 Duke Energy shares in Q2 2026, an estimated $230K.
Redwood Wealth Management Group first reported a position in Duke Energy in Q2 2024 and held it in 6 quarters.
Redwood Wealth Management Group's Duke Energy position peaked at $230K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.