Duke Energy shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $45k | 578 | 77.85 |
| 2017-12-31 | $50k | 594 | 84.18 |
| 2017-09-30 | $50k | 594 | 84.18 |
| 2017-06-30 | $48k | 578 | 83.04 |
| 2017-03-31 | $47k | 578 | 81.31 |
| 2016-12-31 | $44k | 578 | 76.12 |
| 2016-09-30 | $46k | 578 | 79.58 |
| 2016-06-30 | $49k | 578 | 84.78 |
| 2016-03-31 | $46k | 578 | 79.58 |
| 2015-12-31 | $41k | 578 | 70.93 |