Duke Energy shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 15k | 97.04 |
| 2023-09-30 | $1.4M | 16k | 88.26 |
| 2023-06-30 | $1.4M | 16k | 89.74 |
| 2023-03-31 | $1.6M | 17k | 96.47 |
| 2022-12-31 | $2.0M | 20k | 102.99 |
| 2022-09-30 | $1.6M | 17k | 93.03 |
| 2022-06-30 | $557k | 5.2k | 107.28 |
| 2022-03-31 | $562k | 5.0k | 111.64 |
| 2021-12-31 | $527k | 5.0k | 104.85 |
| 2021-09-30 | $489k | 5.0k | 97.51 |
| 2021-06-30 | $494k | 5.0k | 98.68 |
| 2021-03-31 | $482k | 5.0k | 96.44 |
| 2020-12-31 | $639k | 7.0k | 91.43 |