Duke Energy shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Duke Energy
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All positions including Duke Energy held by FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $380k | 4.0k | 95.42 |
| 2023-12-31 | $351k | 3.6k | 97.05 |
| 2023-09-30 | $306k | 3.5k | 88.27 |
| 2023-06-30 | $307k | 3.4k | 89.75 |
| 2023-03-31 | $220k | 2.3k | 96.48 |
| 2022-12-31 | $222k | 2.2k | 103.00 |