Ridgewood Investments’s Duke Energy DUK Stock Holding History

Ridgewood Investments’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
2025 Q2	–	Sell	-5	Closed	-$610	–	729
2025 Q1	$610	Sell	5 -20	-80%	-$2.28K	﹤0.01%	647
2024 Q4	$2.69K	Hold	25	–	–	﹤0.01%	629
2024 Q3	$2.88K	Sell	25 -500	-95%	-$55.6K	﹤0.01%	637
2024 Q2	$52.6K	Buy	+525	New	+$52.5K	0.03%	309
2023 Q3	–	Sell	-44	Closed	-$3.95K	–	334
2023 Q2	$3.95K	Hold	44	–	–	﹤0.01%	628
2023 Q1	$4.25K	Buy	+44	New	+$4.35K	﹤0.01%	618
2021 Q3	–	Sell	-3,319	Closed	-$328K	–	196
2021 Q2	$328K	Sell	3,319 -267	-7%	-$26.8K	0.21%	138
2021 Q1	$346K	Buy	3,586 +653	+22%	+$59.6K	0.21%	136
2020 Q4	$260K	Hold	2,933	–	–	0.2%	131
2020 Q3	$260K	Buy	+2,933	New	+$242K	0.2%	132
2019 Q2	–	Sell	-2,317	Closed	-$209K	–	196
2019 Q1	$209K	Buy	+2,317	New	+$204K	0.17%	160

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ridgewood Investments's DUK Position: Q2 2025 in Review

Ridgewood Investments sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 5 shares — an estimated $610 sold.

Ridgewood Investments first reported a position in DUK in Q1 2019 and held it in 11 quarters. The position peaked at $346K in Q1 2021. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Ridgewood Investments reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
Ridgewood Investments sold 5 Duke Energy shares in Q2 2025, an estimated $610.
Ridgewood Investments first reported a position in Duke Energy in Q1 2019 and held it in 11 quarters.
Ridgewood Investments's Duke Energy position peaked at $346K in Q1 2021.
2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Ridgewood Investments's 13F filing for Q2 2025, filed 14 Jul 2025.