Duke Energy shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 2.9k | 123.74 |
| 2025-06-30 | $392k | 3.3k | 117.99 |
| 2020-09-30 | $7.0k | 84 | 83.33 |