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Duke Energy shares owned by Grant Private Wealth Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Grant Private Wealth Management from 13F filings

Historical chart of Grant Private Wealth Management investment in Duke Energy

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All positions including Duke Energy held by Grant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Grant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $613k 5.0k 123.75
2025-06-30 $2.9M 24k 118.00
2025-03-31 $630k 5.4k 117.55
2024-12-31 $274k 2.5k 107.74