Duke Energy shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.3M | 19k | 121.97 |
| 2024-12-31 | $3.2M | 30k | 107.74 |
| 2024-09-30 | $3.5M | 31k | 115.30 |
| 2024-06-30 | $2.9M | 29k | 100.23 |
| 2024-03-31 | $3.0M | 31k | 96.71 |
| 2023-12-31 | $2.8M | 156k | 17.64 |
| 2023-09-30 | $2.6M | 156k | 16.32 |
| 2023-06-30 | $2.5M | 155k | 15.95 |
| 2023-03-31 | $2.6M | 155k | 16.97 |
| 2022-12-31 | $2.6M | 154k | 17.22 |
| 2022-09-30 | $2.3M | 153k | 15.13 |
| 2022-06-30 | $2.5M | 53k | 47.47 |
| 2022-03-31 | $2.6M | 23k | 111.68 |
| 2021-12-31 | $2.5M | 24k | 104.91 |
| 2021-09-30 | $2.3M | 23k | 97.58 |
| 2021-06-30 | $2.4M | 24k | 98.72 |
| 2021-03-31 | $1.4M | 15k | 96.56 |
| 2020-12-31 | $1.3M | 14k | 91.54 |
| 2020-09-30 | $1.2M | 14k | 88.55 |
| 2020-06-30 | $1.1M | 13k | 79.87 |
| 2020-03-31 | $1.1M | 13k | 80.71 |
| 2019-12-31 | $885k | 9.8k | 90.50 |
More positions owned by Carolinas Wealth Consulting
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