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Duke Energy shares owned by Center for Wealth Management Advisory

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Center for Wealth Management Advisory from 13F filings

Historical chart of Center for Wealth Management Advisory investment in Duke Energy

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All positions including Duke Energy held by Center for Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 15k 117.21