Duke Energy shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.6M | 18k | 89.74 |
| 2023-03-31 | $1.8M | 19k | 96.47 |
| 2022-12-31 | $2.0M | 20k | 102.99 |
| 2022-09-30 | $1.9M | 21k | 93.01 |
| 2022-06-30 | $2.2M | 20k | 107.22 |
| 2022-03-31 | $2.3M | 20k | 111.65 |
| 2021-12-31 | $2.0M | 20k | 104.91 |
| 2021-09-30 | $1.9M | 20k | 97.58 |
| 2021-06-30 | $1.9M | 19k | 98.72 |
| 2021-03-31 | $1.8M | 19k | 96.53 |
| 2020-12-31 | $1.8M | 20k | 91.57 |
| 2020-09-30 | $1.8M | 20k | 88.55 |
| 2020-06-30 | $1.7M | 21k | 79.91 |
| 2020-03-31 | $1.7M | 21k | 80.86 |
| 2019-12-31 | $56k | 610 | 91.80 |
| 2019-09-30 | $26k | 275 | 94.55 |
| 2019-06-30 | $24k | 275 | 87.27 |
| 2019-03-31 | $48k | 535 | 89.72 |
| 2018-12-31 | $46k | 535 | 85.98 |
| 2018-09-30 | $70k | 877 | 79.82 |
| 2018-06-30 | $42k | 535 | 78.50 |
More positions owned by BerganKDV Wealth Management
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