Duke Energy shares owned by True Wealth Design
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by True Wealth Design
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $13k | 131 | 96.80 |
2023-12-31 | $18k | 183 | 96.96 |
2023-09-30 | $11k | 123 | 88.02 |
2023-06-30 | $17k | 190 | 89.94 |
2023-03-31 | $22k | 229 | 96.55 |
2022-12-31 | $16k | 159 | 102.99 |