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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redwood Wealth Management Group's DUK Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Duke Energy (DUK) stake by 1.3% in Q1 2026, selling an estimated $2.88K and leaving 1,760 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #154.

Redwood Wealth Management Group first reported a position in DUK in Q2 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Redwood Wealth Management Group held 1,760 shares of Duke Energy worth $230K as of Q1 2026.
  • Redwood Wealth Management Group sold 23 Duke Energy shares in Q1 2026, an estimated $2.88K.
  • Duke Energy made up 0.1% of Redwood Wealth Management Group's portfolio in Q1 2026, its #154 holding.
  • Redwood Wealth Management Group first reported a position in Duke Energy in Q2 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.