Duke Energy shares owned by Accel Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Accel Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $436k | 3.8k | 115.30 |
2024-06-30 | $387k | 3.9k | 100.22 |
2024-03-31 | $357k | 3.7k | 96.72 |
2023-12-31 | $361k | 3.7k | 97.03 |
2023-09-30 | $330k | 3.7k | 88.25 |
2023-06-30 | $361k | 4.0k | 89.74 |
2023-03-31 | $388k | 4.0k | 96.48 |
2022-12-31 | $411k | 4.0k | 102.99 |
2022-09-30 | $391k | 4.0k | 97.02 |
2022-06-30 | $428k | 4.0k | 107.46 |
2022-03-31 | $446k | 4.0k | 112.85 |
2021-12-31 | $412k | 3.9k | 105.02 |
2021-09-30 | $362k | 3.7k | 97.68 |
2021-06-30 | $369k | 3.7k | 98.72 |
2021-03-31 | $426k | 4.4k | 96.58 |
2020-12-31 | $407k | 4.4k | 91.60 |