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Duke Energy shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $402k 4.2k 96.71
2023-12-31 $479k 4.9k 97.04
2023-09-30 $357k 4.0k 88.26
2023-06-30 $528k 5.9k 89.74
2023-03-31 $599k 6.2k 96.47
2022-12-31 $625k 6.1k 102.99
2022-09-30 $578k 6.2k 92.94
2022-06-30 $662k 6.2k 107.15
2022-03-31 $718k 6.4k 111.68
2021-12-31 $718k 6.8k 104.83
2021-06-30 $541k 5.5k 98.74
2021-03-31 $539k 5.6k 96.60
2020-12-31 $534k 5.7k 93.21