Duke Energy shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Axxcess 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 Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 32k | 107.74 |
| 2024-09-30 | $3.4M | 29k | 115.30 |
| 2024-06-30 | $3.0M | 30k | 100.23 |
| 2024-03-31 | $2.6M | 27k | 96.71 |
| 2023-12-31 | $2.7M | 28k | 97.04 |
| 2023-09-30 | $1.4M | 16k | 88.26 |
| 2023-06-30 | $968k | 11k | 89.74 |
| 2023-03-31 | $852k | 8.8k | 96.47 |
| 2022-12-31 | $914k | 8.9k | 103.00 |
| 2022-09-30 | $905k | 9.7k | 93.02 |
| 2022-06-30 | $1.3M | 13k | 107.15 |
| 2022-03-31 | $1.4M | 12k | 111.65 |
| 2021-12-31 | $1.4M | 13k | 104.88 |