Duke Energy shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $763k | 6.2k | 123.76 |
| 2025-06-30 | $685k | 5.8k | 117.99 |
| 2025-03-31 | $1.0M | 8.5k | 121.99 |
| 2024-12-31 | $900k | 8.4k | 107.75 |
| 2024-09-30 | $971k | 8.4k | 115.30 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $962k | 9.9k | 96.71 |
| 2023-12-31 | $846k | 9.2k | 91.61 |
| 2023-09-30 | $799k | 9.1k | 88.26 |
| 2023-06-30 | $766k | 8.5k | 89.74 |
| 2023-03-31 | $809k | 8.4k | 96.47 |
| 2022-12-31 | $708k | 6.9k | 102.99 |
| 2022-09-30 | $650k | 7.0k | 93.10 |
| 2022-06-30 | $711k | 6.6k | 107.22 |
| 2022-03-31 | $776k | 6.9k | 111.69 |
| 2021-12-31 | $673k | 6.4k | 104.85 |
| 2021-09-30 | $619k | 6.3k | 97.51 |
| 2021-06-30 | $537k | 5.4k | 98.71 |
| 2021-03-31 | $495k | 5.1k | 96.57 |
| 2020-12-31 | $466k | 5.1k | 91.52 |
| 2020-09-30 | $493k | 5.6k | 88.61 |
| 2020-06-30 | $527k | 6.6k | 79.85 |
| 2020-03-31 | $514k | 6.4k | 80.86 |
| 2019-12-31 | $152k | 1.7k | 91.29 |