Duke Energy shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 17k | 117.21 |
| 2025-09-30 | $2.1M | 17k | 123.75 |
| 2025-06-30 | $2.2M | 18k | 118.00 |
| 2025-03-31 | $2.2M | 18k | 121.97 |
| 2024-12-31 | $1.9M | 18k | 107.74 |
| 2024-06-30 | $1.8M | 18k | 99.35 |
| 2024-03-31 | $1.7M | 18k | 96.71 |
| 2023-12-31 | $1.8M | 19k | 97.04 |
| 2023-09-30 | $1.6M | 19k | 86.92 |
| 2023-06-30 | $1.7M | 19k | 89.74 |
| 2023-03-31 | $1.8M | 18k | 96.47 |
| 2022-12-31 | $1.9M | 18k | 102.99 |
| 2022-09-30 | $1.7M | 18k | 93.03 |
| 2022-06-30 | $2.0M | 18k | 107.23 |
| 2022-03-31 | $2.2M | 19k | 111.67 |
| 2021-12-31 | $2.0M | 19k | 104.90 |
| 2021-09-30 | $1.9M | 20k | 97.58 |
| 2021-06-30 | $1.9M | 20k | 98.70 |
| 2021-03-31 | $1.9M | 20k | 96.52 |
| 2020-12-31 | $2.0M | 21k | 91.58 |
| 2020-09-30 | $2.0M | 22k | 88.54 |
| 2020-06-30 | $1.8M | 23k | 79.89 |
| 2020-03-31 | $2.0M | 25k | 80.90 |
| 2019-12-31 | $2.2M | 25k | 91.21 |
| 2019-09-30 | $2.3M | 24k | 94.25 |
| 2019-06-30 | $2.1M | 24k | 88.24 |
| 2019-03-31 | $2.0M | 22k | 90.00 |
| 2018-12-31 | $1.8M | 20k | 86.31 |
More positions owned by Graves-Light Private Wealth Management
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