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
Download as csvQuarterly 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 |