Duke Energy shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $954k | 8.3k | 115.29 |
| 2024-06-30 | $423k | 4.2k | 100.23 |
| 2024-03-31 | $366k | 3.8k | 96.71 |
| 2023-12-31 | $277k | 2.9k | 97.04 |
| 2023-09-30 | $238k | 2.7k | 88.26 |
| 2023-06-30 | $242k | 2.7k | 89.74 |
| 2023-03-31 | $260k | 2.7k | 96.48 |
| 2022-12-31 | $370k | 3.6k | 102.98 |
| 2022-09-30 | $251k | 2.7k | 93.14 |