Duke Energy shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $37k | 283 | 130.74 |
| 2025-12-31 | $29k | 254 | 114.17 |
| 2025-09-30 | $85k | 688 | 123.55 |
| 2025-06-30 | $91k | 774 | 117.57 |
| 2024-12-31 | $63k | 586 | 107.51 |
| 2024-09-30 | $18k | 161 | 111.80 |
| 2024-06-30 | $16k | 162 | 98.77 |
| 2024-03-31 | $24k | 247 | 97.17 |
| 2023-12-31 | $13k | 131 | 99.24 |
| 2023-09-30 | $20k | 240 | 85.11 |
| 2023-06-30 | $22k | 249 | 88.35 |
| 2023-03-31 | $10k | 105 | 95.24 |
| 2022-12-31 | $8.0k | 92 | 86.96 |
| 2022-09-30 | $9.0k | 92 | 97.83 |
| 2022-06-30 | $10k | 92 | 108.70 |
| 2022-03-31 | $8.0k | 72 | 111.11 |
| 2021-12-31 | $8.0k | 72 | 111.11 |
| 2021-09-30 | $7.0k | 72 | 97.22 |
| 2021-06-30 | $7.0k | 72 | 97.22 |
| 2021-03-31 | $6.0k | 67 | 89.55 |
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