Duke Energy shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 14k | 123.75 |
| 2025-06-30 | $569k | 4.8k | 118.00 |
| 2024-09-30 | $1.8M | 16k | 115.30 |
| 2024-06-30 | $1.5M | 15k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-12-31 | $697k | 7.2k | 97.04 |