Duke Energy shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 3.7k | 124.29 |
| 2025-06-30 | $338k | 2.7k | 124.16 |
| 2025-03-31 | $330k | 2.7k | 121.68 |
| 2024-12-31 | $306k | 2.7k | 113.22 |
| 2024-09-30 | $315k | 2.7k | 117.05 |
| 2024-06-30 | $327k | 3.1k | 107.11 |
| 2024-03-31 | $313k | 3.0k | 103.01 |
| 2023-12-31 | $298k | 3.0k | 99.39 |
| 2023-09-30 | $233k | 2.7k | 85.77 |
| 2023-06-30 | $242k | 2.7k | 89.67 |
| 2023-03-31 | $260k | 2.7k | 96.47 |
| 2022-12-31 | $278k | 2.7k | 103.00 |
| 2022-09-30 | $249k | 2.7k | 92.91 |
| 2022-06-30 | $287k | 2.7k | 107.37 |