Duke Energy shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 2.0k | 123.73 |
| 2025-06-30 | $239k | 2.0k | 118.02 |
| 2025-03-31 | $247k | 2.0k | 122.02 |
| 2024-12-31 | $217k | 2.0k | 107.75 |
| 2024-09-30 | $260k | 2.3k | 115.31 |
| 2024-06-30 | $239k | 2.4k | 100.25 |
| 2024-03-31 | $257k | 2.7k | 96.71 |
| 2023-12-31 | $312k | 3.2k | 97.06 |
| 2023-09-30 | $302k | 3.4k | 88.29 |
| 2023-06-30 | $310k | 3.5k | 89.77 |
| 2023-03-31 | $333k | 3.5k | 96.49 |
| 2022-12-31 | $354k | 3.4k | 103.00 |
| 2022-09-30 | $320k | 3.4k | 92.94 |
| 2022-06-30 | $377k | 3.5k | 107.35 |
| 2022-03-31 | $389k | 3.5k | 111.62 |
| 2021-12-31 | $366k | 3.5k | 104.99 |
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