Duke Energy shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $818k | 6.6k | 123.76 |
| 2025-06-30 | $645k | 5.5k | 118.00 |
| 2025-03-31 | $545k | 4.5k | 121.97 |
| 2024-12-31 | $407k | 3.8k | 107.73 |
| 2024-09-30 | $269k | 2.3k | 115.29 |
| 2024-06-30 | $270k | 2.7k | 100.25 |