Ruedi Wealth Management’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 |
-1,207
| Closed | -$147K | – | 132 |
|
|
2025
Q1 | $147K | Hold |
1,207
| – | – | 0.05% | 55 |
|
|
2024
Q4 | $130K | Hold |
1,207
| – | – | 0.04% | 59 |
|
|
2024
Q3 | $139K | Sell |
1,207
-8
| -0.7% | -$922 | 0.05% | 56 |
|
|
2024
Q2 | $122K | Buy |
1,215
+8
| +0.7% | +$802 | 0.05% | 59 |
|
|
2024
Q1 | $117K | Hold |
1,207
| – | – | 0.05% | 58 |
|
|
2023
Q4 | $117K | Hold |
1,207
| – | – | 0.06% | 56 |
|
|
2023
Q3 | $107K | Hold |
1,207
| – | – | 0.06% | 54 |
|
|
2023
Q2 | $108K | Hold |
1,207
| – | – | 0.06% | 52 |
|
|
2023
Q1 | $116K | Hold |
1,207
| – | – | 0.07% | 49 |
|
|
2022
Q4 | $124K | Buy |
+1,207
| New | +$124K | 0.09% | 46 |
|