Duke Energy shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 21k | 96.71 |
| 2023-12-31 | $2.1M | 22k | 97.04 |
| 2023-09-30 | $2.0M | 23k | 88.26 |
| 2023-06-30 | $1.8M | 20k | 89.74 |
| 2023-03-31 | $2.0M | 21k | 96.47 |
| 2022-12-31 | $1.5M | 15k | 102.99 |
| 2022-09-30 | $1.4M | 15k | 92.99 |
| 2022-06-30 | $1.7M | 16k | 107.23 |
| 2022-03-31 | $1.8M | 16k | 111.68 |
| 2021-12-31 | $1.7M | 16k | 104.89 |
| 2021-09-30 | $1.4M | 15k | 97.58 |
| 2021-06-30 | $1.6M | 16k | 98.70 |
| 2021-03-31 | $1.5M | 16k | 96.51 |
| 2020-12-31 | $1.5M | 17k | 91.59 |
| 2020-09-30 | $1.4M | 16k | 88.55 |
| 2020-06-30 | $1.3M | 16k | 79.88 |
| 2020-03-31 | $1.3M | 16k | 80.90 |
| 2019-12-31 | $1.5M | 16k | 91.21 |
| 2019-09-30 | $1.6M | 17k | 95.85 |
| 2019-06-30 | $1.5M | 17k | 88.25 |
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