Duke Energy shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.5M | 42k | 107.74 |
| 2024-09-30 | $4.7M | 41k | 115.30 |
| 2024-06-30 | $4.8M | 47k | 100.23 |
| 2024-03-31 | $4.4M | 46k | 96.71 |
| 2023-12-31 | $4.2M | 44k | 97.04 |
| 2023-09-30 | $3.9M | 44k | 88.26 |
| 2023-06-30 | $3.7M | 41k | 89.74 |
| 2023-03-31 | $3.8M | 40k | 96.47 |
| 2022-12-31 | $3.8M | 37k | 102.99 |
| 2022-09-30 | $2.3M | 25k | 93.03 |
| 2022-06-30 | $2.9M | 27k | 107.19 |
| 2022-03-31 | $2.9M | 26k | 111.64 |
| 2021-12-31 | $2.5M | 24k | 104.90 |
| 2021-09-30 | $2.3M | 23k | 97.58 |
| 2021-06-30 | $2.2M | 23k | 98.73 |
| 2021-03-31 | $2.1M | 22k | 96.52 |
| 2020-12-31 | $2.2M | 24k | 91.55 |
| 2020-09-30 | $2.1M | 24k | 88.56 |
| 2020-06-30 | $1.8M | 23k | 79.88 |
| 2020-03-31 | $1.8M | 23k | 80.87 |
| 2019-12-31 | $2.2M | 24k | 91.23 |
| 2019-09-30 | $2.1M | 22k | 95.86 |
| 2019-06-30 | $1.9M | 21k | 88.22 |
| 2019-03-31 | $1.8M | 20k | 89.99 |
| 2018-12-31 | $1.8M | 21k | 86.28 |
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