Ownership history in ForthRight Wealth Management, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in DUKE ENERGY CORPORATION NEW COM NEW (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,617 | -2,034 | -55.7% | 0.06% | $200K | $121.65 |
| 2024 Q1 | ADDED | 3,651 | +21 | +0.6% | 0.13% | $353K | $89.92 |
| 2023 Q4 | REDUCED | 3,630 | -21 | -0.6% | 0.14% | $352K | $89.22 |
| 2023 Q3 | ADDED | 3,651 | +369 | +11.2% | 0.14% | $322K | $80.22 |
| 2023 Q2 | ADDED | 3,282 | +20 | +0.6% | 0.12% | $295K | $80.65 |
| 2023 Q1 | ADDED | 3,262 | +19 | +0.6% | 0.14% | $315K | $85.82 |
| 2022 Q4 | ADDED | 3,243 | +17 | +0.5% | 0.17% | $334K | $90.69 |
| 2022 Q3 | ADDED | 3,226 | +17 | +0.5% | 0.18% | $300K | $81.07 |
| 2022 Q2 | ADDED | 3,209 | +2,853 | +801.4% | 0.19% | $344K | $92.59 |
| 2022 Q1 | REDUCED | 356 | -2,820 | -88.8% | 0.18% | $356K | $95.57 |
As of 2025 Q4 — sorted by position size