Duke Energy shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 21k | 123.75 |
| 2025-03-31 | $222k | 1.8k | 121.97 |
| 2023-09-30 | $257k | 2.9k | 88.26 |
| 2023-06-30 | $321k | 3.6k | 89.74 |
| 2023-03-31 | $203k | 2.1k | 96.47 |
| 2022-12-31 | $215k | 2.1k | 102.99 |
| 2022-09-30 | $297k | 3.2k | 93.10 |
| 2022-06-30 | $343k | 3.2k | 107.25 |
| 2022-03-31 | $245k | 2.2k | 111.72 |
| 2021-12-31 | $227k | 2.2k | 104.80 |
| 2021-09-30 | $203k | 2.1k | 97.46 |
| 2021-06-30 | $252k | 2.6k | 98.55 |
| 2021-03-31 | $243k | 2.5k | 96.31 |
| 2017-12-31 | $211k | 2.5k | 84.13 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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