Duke Energy shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $577k | 5.0k | 115.30 |
| 2024-06-30 | $513k | 5.1k | 100.22 |
| 2024-03-31 | $490k | 5.1k | 96.72 |
| 2023-12-31 | $487k | 5.0k | 97.04 |
| 2023-09-30 | $412k | 4.7k | 88.26 |
| 2023-06-30 | $414k | 4.6k | 89.75 |
| 2023-03-31 | $407k | 4.2k | 96.48 |
| 2022-12-31 | $430k | 4.2k | 102.99 |
| 2022-09-30 | $385k | 4.1k | 93.11 |
| 2022-06-30 | $439k | 4.1k | 107.15 |
| 2022-03-31 | $453k | 4.1k | 111.66 |
| 2021-12-31 | $422k | 4.0k | 104.98 |
| 2021-09-30 | $389k | 4.0k | 97.69 |
| 2021-06-30 | $389k | 3.9k | 98.63 |
| 2021-03-31 | $377k | 3.9k | 96.47 |
| 2020-12-31 | $354k | 3.9k | 91.54 |
| 2020-09-30 | $339k | 3.8k | 88.58 |
| 2020-06-30 | $308k | 3.9k | 79.88 |
| 2020-03-31 | $298k | 3.7k | 80.80 |
| 2019-12-31 | $296k | 3.3k | 91.05 |
| 2019-09-30 | $309k | 3.2k | 95.87 |
| 2019-06-30 | $302k | 3.4k | 88.20 |
| 2019-03-31 | $310k | 3.5k | 89.34 |
| 2018-12-31 | $298k | 3.5k | 86.18 |
More positions owned by Garrett Wealth Advisory Group
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