Ruedi Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $147K | Hold |
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|
2024
Q4 | $130K | Hold |
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|
2024
Q3 | $139K | Sell |
|
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|
2024
Q2 | $122K | Buy |
|
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|
2024
Q1 | $117K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $124K | Buy |
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