Duke Energy shares owned by AE Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 161k | 95.87 |
| 2023-09-30 | $12M | 137k | 88.26 |
| 2023-06-30 | $13M | 142k | 89.74 |
| 2023-03-31 | $15M | 157k | 96.47 |
| 2022-12-31 | $15M | 150k | 102.99 |
| 2022-09-30 | $12M | 133k | 93.02 |
| 2022-06-30 | $14M | 127k | 107.21 |
| 2022-03-31 | $13M | 117k | 111.66 |
| 2021-12-31 | $12M | 111k | 104.90 |
| 2021-09-30 | $11M | 107k | 97.59 |
| 2021-06-30 | $9.8M | 99k | 98.72 |
| 2021-03-31 | $8.3M | 86k | 96.53 |
| 2020-12-31 | $11M | 118k | 91.56 |
| 2020-09-30 | $11M | 127k | 88.56 |
| 2020-06-30 | $10M | 125k | 79.89 |
| 2020-03-31 | $10M | 125k | 80.88 |
| 2019-12-31 | $12M | 129k | 91.21 |
| 2019-09-30 | $11M | 119k | 95.86 |
| 2019-06-30 | $11M | 126k | 88.24 |
| 2019-03-31 | $7.6M | 84k | 90.00 |
| 2018-12-31 | $6.4M | 74k | 86.30 |
| 2018-09-30 | $7.2M | 90k | 80.02 |
| 2018-06-30 | $4.2M | 53k | 79.08 |
| 2018-03-31 | $2.1M | 28k | 77.47 |
| 2017-12-31 | $2.2M | 27k | 84.10 |
| 2017-09-30 | $3.2M | 38k | 83.91 |
| 2017-06-30 | $3.2M | 39k | 83.60 |
| 2017-03-31 | $2.4M | 29k | 81.99 |
| 2016-12-31 | $1.6M | 20k | 77.64 |