Duke Energy shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $915k | 7.9k | 115.30 |
| 2024-06-30 | $847k | 8.5k | 100.24 |
| 2024-03-31 | $904k | 9.3k | 96.71 |
| 2023-12-31 | $1.0M | 11k | 97.04 |
| 2023-09-30 | $830k | 9.4k | 88.26 |
| 2023-06-30 | $923k | 10k | 89.74 |
| 2023-03-31 | $936k | 9.7k | 96.47 |
| 2022-12-31 | $1.0M | 9.8k | 102.99 |
| 2022-09-30 | $843k | 9.1k | 93.01 |
| 2022-06-30 | $905k | 8.4k | 107.21 |
| 2022-03-31 | $936k | 8.4k | 111.61 |
| 2021-12-31 | $863k | 8.2k | 104.85 |
| 2021-09-30 | $796k | 8.2k | 97.66 |
| 2021-06-30 | $974k | 9.9k | 98.74 |
| 2021-03-31 | $920k | 9.5k | 96.53 |
| 2020-12-31 | $362k | 3.9k | 91.67 |
| 2020-09-30 | $312k | 3.5k | 88.51 |
| 2020-06-30 | $293k | 3.7k | 79.77 |
| 2020-03-31 | $276k | 3.4k | 80.89 |
| 2019-12-31 | $216k | 2.4k | 91.33 |
More positions owned by Aurum Wealth Management Group
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