Duke Energy shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 15k | 109.34 |
| 2024-09-30 | $1.9M | 16k | 115.30 |
| 2024-06-30 | $1.5M | 15k | 100.23 |
| 2024-03-31 | $1.0M | 10k | 96.71 |
| 2023-12-31 | $1.0M | 11k | 97.04 |
| 2023-09-30 | $925k | 11k | 88.26 |
| 2023-06-30 | $862k | 9.6k | 89.74 |
| 2023-03-31 | $925k | 9.6k | 96.47 |
| 2022-12-31 | $953k | 9.3k | 102.99 |
| 2022-09-30 | $842k | 9.1k | 92.93 |
| 2022-06-30 | $1.4M | 13k | 108.50 |
| 2022-03-31 | $1.4M | 12k | 111.64 |
| 2021-12-31 | $1.3M | 13k | 104.86 |
More positions owned by Confluence Wealth Services
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