Duke Energy shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19k | 197 | 96.71 |
| 2023-12-31 | $19k | 197 | 97.04 |
| 2023-09-30 | $17k | 197 | 88.26 |
| 2023-06-30 | $18k | 197 | 89.74 |