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
Download as csvQuarterly 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 |
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