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Duke Energy shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 247 97.17
2023-12-31 $13k 131 99.24
2023-09-30 $20k 240 85.11
2023-06-30 $22k 249 88.35
2023-03-31 $10k 105 95.24
2022-12-31 $8.0k 92 86.96
2022-09-30 $9.0k 92 97.83
2022-06-30 $10k 92 108.70
2022-03-31 $8.0k 72 111.11
2021-12-31 $8.0k 72 111.11
2021-09-30 $7.0k 72 97.22
2021-06-30 $7.0k 72 97.22
2021-03-31 $6.0k 67 89.55