Duke Energy shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 60k | 96.71 |
| 2023-12-31 | $5.9M | 61k | 97.04 |
| 2023-09-30 | $6.8M | 77k | 88.26 |
| 2023-06-30 | $6.7M | 74k | 89.74 |
| 2023-03-31 | $5.9M | 62k | 96.47 |
| 2022-12-31 | $1.9M | 19k | 102.99 |
| 2022-09-30 | $1.5M | 16k | 93.01 |
| 2022-06-30 | $2.5M | 23k | 109.58 |
| 2022-03-31 | $4.2M | 38k | 111.64 |
| 2021-12-31 | $4.4M | 42k | 104.88 |
| 2021-09-30 | $4.3M | 44k | 98.44 |
| 2021-06-30 | $4.3M | 43k | 99.50 |
| 2021-03-31 | $8.5M | 85k | 100.68 |
| 2020-12-31 | $8.8M | 92k | 95.85 |
| 2020-09-30 | $7.3M | 88k | 82.50 |
| 2020-06-30 | $7.9M | 100k | 78.93 |
| 2020-03-31 | $8.0M | 100k | 80.25 |
| 2019-12-31 | $9.1M | 101k | 90.97 |
| 2019-09-30 | $9.2M | 96k | 96.26 |
| 2019-06-30 | $8.4M | 96k | 88.24 |
| 2019-03-31 | $8.6M | 96k | 90.00 |
| 2018-12-31 | $8.6M | 100k | 86.18 |
| 2018-09-30 | $7.9M | 98k | 80.02 |
| 2018-06-30 | $7.6M | 96k | 79.12 |
| 2018-03-31 | $7.6M | 98k | 77.47 |
| 2017-12-31 | $8.1M | 96k | 84.13 |
| 2017-09-30 | $8.2M | 98k | 83.97 |
| 2017-06-30 | $8.2M | 98k | 83.76 |
| 2017-03-31 | $7.4M | 90k | 82.23 |
| 2016-12-31 | $5.8M | 74k | 77.62 |
| 2016-09-30 | $4.9M | 61k | 79.95 |
| 2016-06-30 | $4.2M | 49k | 85.61 |
| 2016-03-31 | $3.8M | 46k | 81.11 |