Ridgewood Investments’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$610 | – | 683 |
|
|
2025
Q1 | $610 | Sell |
5
-20
| -80% | -$2.44K | ﹤0.01% | 647 |
|
|
2024
Q4 | $2.69K | Hold |
25
| – | – | ﹤0.01% | 593 |
|
|
2024
Q3 | $2.88K | Sell |
25
-500
| -95% | -$57.7K | ﹤0.01% | 606 |
|
|
2024
Q2 | $52.6K | Buy |
+525
| New | +$52.6K | 0.03% | 309 |
|
|
2023
Q3 | – | Sell |
-44
| Closed | -$3.95K | – | 324 |
|
|
2023
Q2 | $3.95K | Hold |
44
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $4.25K | Buy |
+44
| New | +$4.25K | ﹤0.01% | 610 |
|
|
2021
Q3 | – | Sell |
-3,319
| Closed | -$328K | – | 192 |
|
|
2021
Q2 | $328K | Sell |
3,319
-267
| -7% | -$26.4K | 0.21% | 138 |
|
|
2021
Q1 | $346K | Buy |
3,586
+653
| +22% | +$63K | 0.21% | 136 |
|
|
2020
Q4 | $260K | Hold |
2,933
| – | – | 0.2% | 131 |
|
|
2020
Q3 | $260K | Buy |
+2,933
| New | +$260K | 0.2% | 132 |
|
|
2019
Q2 | – | Sell |
-2,317
| Closed | -$209K | – | 195 |
|
|
2019
Q1 | $209K | Buy |
+2,317
| New | +$209K | 0.17% | 160 |
|