Duke Energy shares owned by GeoWealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 18k | 115.30 |
| 2024-06-30 | $1.6M | 16k | 100.23 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $54k | 603 | 89.55 |
| 2023-06-30 | $19k | 204 | 93.14 |
| 2023-03-31 | $2.0k | 18 | 111.11 |