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Red Door Wealth Management, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Door Wealth Management, LLC on DUK, newest first. How the timeline and the estimate are built.

Red Door Wealth Management, LLC held 61,118 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,118 shares
    Change vs previous 13F +3,424 shares

    0.71% of the 13F portfolio, value $7,736,373.

    13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,694 shares
    Change vs previous 13F +903 shares

    0.79% of the 13F portfolio, value $7,554,515.

    13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,791 shares
    Change vs previous 13F +1,586 shares

    0.69% of the 13F portfolio, value $6,656,430.

    13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,205 shares
    Change vs previous 13F +2,595 shares

    0.73% of the 13F portfolio, value $6,831,704.

    13F-HR 0001172661-25-004250 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 52,610 shares
    Change vs previous 13F +5,038 shares

    0.74% of the 13F portfolio, value $6,207,984.

    13F-HR 0001172661-25-002661 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,572 shares
    Change vs previous 13F +4,263 shares

    0.86% of the 13F portfolio, value $5,802,357.

    13F-HR 0001172661-25-001542 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 43,309 shares
    Change vs previous 13F +3,250 shares

    0.71% of the 13F portfolio, value $4,666,101.

    13F-HR 0001172661-25-000262 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,059 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,618,762.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).