Duke Energy shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $985k | 10k | 97.04 |
| 2023-09-30 | $896k | 10k | 88.26 |
| 2023-06-30 | $910k | 10k | 89.74 |
| 2023-03-31 | $993k | 10k | 96.47 |
| 2022-12-31 | $1.1M | 10k | 102.99 |
| 2022-09-30 | $918k | 9.9k | 93.04 |
| 2022-06-30 | $1.0M | 9.8k | 107.24 |
| 2022-03-31 | $1.0M | 9.2k | 111.66 |
| 2021-12-31 | $969k | 9.2k | 104.85 |
| 2021-09-30 | $819k | 8.4k | 97.58 |
| 2021-06-30 | $850k | 8.6k | 98.67 |
| 2021-03-31 | $801k | 8.3k | 96.51 |
| 2020-12-31 | $710k | 7.8k | 91.51 |
| 2020-09-30 | $731k | 7.9k | 92.11 |
| 2020-06-30 | $716k | 9.0k | 79.90 |
| 2020-03-31 | $806k | 9.3k | 86.79 |
| 2019-12-31 | $881k | 9.7k | 91.22 |