Duke Energy shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $432k | 4.4k | 98.24 |
| 2023-12-31 | $454k | 4.7k | 97.16 |
| 2023-09-30 | $445k | 5.0k | 88.95 |
| 2023-06-30 | $431k | 4.6k | 93.01 |
| 2023-03-31 | $500k | 5.0k | 99.13 |
| 2022-12-31 | $574k | 5.4k | 105.43 |
| 2022-09-30 | $255k | 2.9k | 89.25 |
| 2022-06-30 | $538k | 5.0k | 107.11 |
| 2022-03-31 | $587k | 5.3k | 111.58 |
| 2021-12-31 | $532k | 5.1k | 104.56 |
| 2021-09-30 | $499k | 5.1k | 98.33 |
| 2021-06-30 | $494k | 5.0k | 98.66 |
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