Duke Energy shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $986k | 8.9k | 110.23 |
| 2024-06-30 | $1.0M | 9.7k | 106.92 |
| 2024-03-31 | $933k | 9.7k | 95.93 |
| 2023-12-31 | $884k | 9.1k | 97.04 |