Duke Energy shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $128k | 1.1k | 118.00 |
| 2025-03-31 | $132k | 1.1k | 121.97 |
| 2024-12-31 | $117k | 1.1k | 107.74 |
| 2024-09-30 | $125k | 1.1k | 115.30 |
| 2024-06-30 | $108k | 1.1k | 100.23 |
| 2024-03-31 | $105k | 1.1k | 96.71 |
| 2023-12-31 | $105k | 1.1k | 97.04 |
| 2023-09-30 | $96k | 1.1k | 88.26 |
| 2023-06-30 | $95k | 1.1k | 88.01 |
| 2023-03-31 | $104k | 1.1k | 96.47 |
| 2022-12-31 | $122k | 1.2k | 102.99 |
| 2022-09-30 | $110k | 1.2k | 93.06 |
| 2022-06-30 | $127k | 1.2k | 107.45 |
| 2022-03-31 | $132k | 1.2k | 111.68 |
| 2021-12-31 | $124k | 1.2k | 104.91 |
| 2021-09-30 | $115k | 1.2k | 97.29 |
| 2021-06-30 | $117k | 1.2k | 98.98 |
| 2021-03-31 | $114k | 1.2k | 96.45 |
| 2020-12-31 | $108k | 1.2k | 91.37 |
| 2020-09-30 | $114k | 1.3k | 88.24 |
| 2020-06-30 | $103k | 1.3k | 79.72 |
| 2020-03-31 | $104k | 1.3k | 80.50 |
| 2019-12-31 | $118k | 1.3k | 91.33 |
| 2019-09-30 | $124k | 1.3k | 95.98 |
| 2019-06-30 | $114k | 1.3k | 88.24 |
| 2019-03-31 | $116k | 1.3k | 89.78 |
| 2018-12-31 | $111k | 1.3k | 85.91 |
| 2018-09-30 | $127k | 1.6k | 79.77 |
| 2018-06-30 | $137k | 1.7k | 79.28 |
| 2018-03-31 | $152k | 2.0k | 77.63 |
| 2017-12-31 | $155k | 1.8k | 83.87 |
| 2017-09-30 | $155k | 1.8k | 83.87 |
| 2017-03-31 | $152k | 1.8k | 82.25 |
| 2016-12-31 | $143k | 1.8k | 77.38 |
| 2016-09-30 | $148k | 1.8k | 80.09 |
| 2016-06-30 | $159k | 1.8k | 86.04 |
| 2016-03-31 | $149k | 1.8k | 80.63 |
| 2015-12-31 | $111k | 1.5k | 71.71 |
| 2015-09-30 | $93k | 1.3k | 71.65 |
| 2015-06-30 | $92k | 1.3k | 70.88 |
| 2015-03-31 | $100k | 1.3k | 77.04 |
| 2014-12-31 | $108k | 1.3k | 83.20 |
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