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Ruedi Wealth Management’s Duke Energy DUK Stock Holding History

Ruedi Wealth Management’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
-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% -$890 0.05% 56
2024
Q2 		$122K Buy
1,215
+8
+0.7% +$800 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 +$116K 0.09% 46

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ruedi Wealth Management's DUK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,207 shares — an estimated $147K sold.

Ruedi Wealth Management first reported a position in DUK in Q4 2022 and held it in 10 quarters. The position peaked at $147K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,207 Duke Energy shares in Q2 2025, an estimated $147K.
  • Ruedi Wealth Management first reported a position in Duke Energy in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Duke Energy position peaked at $147K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.