Duke Energy shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $445k | 3.6k | 123.74 |
| 2025-06-30 | $219k | 1.9k | 118.01 |
| 2025-03-31 | $338k | 2.8k | 121.95 |
| 2023-12-31 | $49k | 499 | 97.13 |
| 2023-09-30 | $44k | 496 | 88.30 |
| 2023-06-30 | $44k | 493 | 89.74 |
| 2023-03-31 | $62k | 640 | 96.47 |
| 2022-12-31 | $26k | 253 | 102.99 |
| 2022-09-30 | $18k | 193 | 93.26 |
| 2022-06-30 | $21k | 193 | 108.81 |
| 2022-03-31 | $22k | 193 | 113.99 |
| 2021-12-31 | $20k | 193 | 103.63 |
| 2021-09-30 | $23k | 231 | 99.57 |
| 2021-06-30 | $19k | 193 | 98.45 |
| 2021-03-31 | $19k | 193 | 98.45 |
| 2020-12-31 | $20k | 218 | 91.74 |
| 2020-09-30 | $23k | 255 | 90.20 |
| 2020-06-30 | $26k | 322 | 80.75 |
| 2020-03-31 | $21k | 255 | 82.35 |
| 2019-12-31 | $23k | 255 | 90.20 |
| 2019-09-30 | $16k | 172 | 93.02 |
| 2019-06-30 | $25k | 282 | 88.65 |
| 2019-03-31 | $33k | 365 | 90.41 |
| 2018-12-31 | $35k | 408 | 85.78 |
| 2018-09-30 | $43k | 542 | 79.34 |
| 2018-06-30 | $224k | 2.8k | 79.10 |
| 2018-03-31 | $219k | 2.8k | 77.33 |
| 2017-12-31 | $38k | 452 | 84.07 |
| 2017-09-30 | $40k | 477 | 83.86 |
| 2017-06-30 | $38k | 452 | 84.07 |
| 2017-03-31 | $39k | 479 | 81.42 |
| 2016-12-31 | $37k | 479 | 77.24 |
| 2016-09-30 | $38k | 479 | 79.33 |
| 2016-06-30 | $49k | 569 | 86.12 |
| 2016-03-31 | $57k | 702 | 81.20 |
| 2015-12-31 | $53k | 744 | 71.24 |
| 2015-09-30 | $54k | 744 | 72.58 |
| 2015-06-30 | $44k | 629 | 69.95 |
| 2015-03-31 | $60k | 778 | 77.12 |
| 2014-12-31 | $65k | 778 | 83.55 |
| 2014-09-30 | $58k | 778 | 74.55 |
| 2014-06-30 | $39k | 529 | 73.72 |
| 2014-03-31 | $38k | 529 | 71.83 |
| 2013-12-31 | $9.0k | 128 | 70.31 |
| 2013-09-30 | $9.0k | 128 | 70.31 |