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Duke Energy shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duke Energy by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 8.3k 123.74
2025-06-30 $1.1M 9.1k 116.30
2025-03-31 $729k 6.0k 121.98
2024-09-30 $0 0 0.00
2024-06-30 $0 0 0.00
2024-03-31 $0 0 0.00
2023-12-31 $0 0 0.00