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Duke Energy shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Duke Energy

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All positions including Duke Energy held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.8M 17k 107.18
2022-03-31 $1.6M 14k 111.64
2021-12-31 $1.2M 12k 104.91
2021-09-30 $1.1M 11k 97.63
2021-06-30 $1.0M 10k 98.75
2021-03-31 $953k 9.9k 96.53
2020-12-31 $875k 9.6k 91.60
2020-09-30 $609k 6.9k 88.62
2020-06-30 $429k 5.4k 79.89