Duke Energy shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in Duke Energy
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All positions including Duke Energy held by 180 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 1.7k | 123.75 |
| 2025-06-30 | $213k | 1.8k | 118.00 |
| 2025-03-31 | $226k | 1.9k | 121.97 |
| 2024-09-30 | $209k | 1.8k | 115.30 |
| 2022-06-30 | $202k | 1.8k | 109.43 |
| 2022-03-31 | $214k | 1.9k | 114.38 |
| 2021-12-31 | $244k | 2.4k | 103.13 |
| 2021-09-30 | $268k | 2.7k | 100.53 |
| 2021-06-30 | $285k | 2.7k | 106.90 |
| 2021-03-31 | $274k | 2.7k | 102.78 |
| 2020-12-31 | $248k | 2.7k | 90.51 |
| 2020-09-30 | $246k | 2.7k | 92.13 |
| 2020-06-30 | $220k | 2.7k | 82.40 |
| 2020-03-31 | $212k | 2.7k | 79.40 |
| 2019-12-31 | $247k | 2.7k | 92.51 |
| 2019-09-30 | $257k | 2.7k | 96.11 |
| 2019-06-30 | $234k | 2.7k | 87.51 |
| 2019-03-31 | $570k | 6.4k | 89.20 |