Duke Energy shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $149k | 1.5k | 97.04 |
| 2023-09-30 | $142k | 1.6k | 88.26 |
| 2023-06-30 | $154k | 1.7k | 89.74 |
| 2023-03-31 | $124k | 1.3k | 96.47 |
| 2022-12-31 | $161k | 1.6k | 102.99 |
| 2022-09-30 | $188k | 2.0k | 93.07 |
| 2022-06-30 | $201k | 1.9k | 107.43 |
| 2022-03-31 | $195k | 1.8k | 111.43 |
| 2021-12-31 | $169k | 1.6k | 104.84 |
| 2021-09-30 | $147k | 1.5k | 97.74 |
| 2021-06-30 | $146k | 1.5k | 98.58 |
| 2021-03-31 | $526k | 5.4k | 96.58 |
| 2020-12-31 | $479k | 5.2k | 91.48 |
| 2020-09-30 | $452k | 5.1k | 88.61 |
| 2020-06-30 | $401k | 5.0k | 79.83 |
| 2020-03-31 | $76k | 939 | 80.94 |
| 2019-12-31 | $94k | 1.0k | 91.17 |
| 2019-09-30 | $98k | 1.0k | 96.17 |
| 2019-06-30 | $40k | 449 | 89.09 |
| 2019-03-31 | $40k | 449 | 89.09 |
| 2018-12-31 | $29k | 332 | 87.35 |
| 2018-09-30 | $27k | 332 | 81.33 |
| 2018-06-30 | $26k | 332 | 78.31 |
| 2018-03-31 | $23k | 295 | 77.97 |
| 2017-12-31 | $28k | 336 | 83.33 |
| 2017-09-30 | $23k | 271 | 84.87 |
| 2017-06-30 | $23k | 271 | 84.87 |
| 2017-03-31 | $22k | 271 | 81.18 |
| 2016-12-31 | $21k | 271 | 77.49 |
| 2016-09-30 | $22k | 271 | 81.18 |
| 2016-06-30 | $23k | 271 | 84.87 |
| 2016-03-31 | $38k | 471 | 80.68 |
| 2015-12-31 | $34k | 471 | 72.19 |
| 2015-09-30 | $19k | 271 | 70.11 |
| 2015-06-30 | $19k | 271 | 70.62 |