Duke Energy shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Duke Energy
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $523k | 5.4k | 96.64 |
2023-12-31 | $462k | 4.8k | 97.02 |
2023-09-30 | $312k | 3.5k | 88.24 |
2023-06-30 | $330k | 3.7k | 89.67 |
2023-03-31 | $434k | 4.5k | 96.44 |
2022-12-31 | $511k | 5.0k | 102.96 |
2022-09-30 | $424k | 4.6k | 93.13 |
2022-06-30 | $464k | 4.3k | 107.21 |
2022-03-31 | $510k | 4.6k | 111.74 |
2021-12-31 | $481k | 4.6k | 104.95 |
2021-09-30 | $242k | 2.5k | 97.74 |
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