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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

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

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Quarterly 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