Duke Energy shares owned by HB Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 66k | 115.30 |
| 2024-06-30 | $6.5M | 65k | 100.23 |
| 2024-03-31 | $6.2M | 64k | 96.71 |
| 2023-12-31 | $6.1M | 63k | 97.04 |
| 2023-09-30 | $5.9M | 67k | 88.26 |
| 2023-06-30 | $5.4M | 60k | 89.74 |
| 2023-03-31 | $5.5M | 57k | 96.47 |
| 2022-12-31 | $5.5M | 54k | 102.99 |
| 2022-09-30 | $4.8M | 52k | 93.03 |
| 2022-06-30 | $5.2M | 49k | 107.21 |
| 2022-03-31 | $4.9M | 44k | 111.67 |
| 2021-12-31 | $4.2M | 40k | 104.90 |
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