Duke Energy shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 4.8k | 123.75 |
| 2025-06-30 | $571k | 4.8k | 118.00 |
| 2025-03-31 | $594k | 4.9k | 121.97 |
| 2024-12-31 | $525k | 4.9k | 107.73 |
| 2024-09-30 | $553k | 4.8k | 115.31 |
| 2024-06-30 | $495k | 4.9k | 100.23 |
| 2024-03-31 | $278k | 2.9k | 96.71 |
| 2023-09-30 | $212k | 2.4k | 88.26 |
| 2023-06-30 | $196k | 2.2k | 89.74 |
| 2023-03-31 | $210k | 2.2k | 96.47 |
| 2022-12-31 | $214k | 2.1k | 102.99 |
| 2022-09-30 | $193k | 2.1k | 92.79 |
| 2022-06-30 | $223k | 2.1k | 107.21 |
| 2022-03-31 | $232k | 2.1k | 111.54 |
| 2021-12-31 | $176k | 1.7k | 104.76 |
| 2021-09-30 | $167k | 1.7k | 97.49 |
| 2021-06-30 | $169k | 1.7k | 98.66 |
| 2021-03-31 | $165k | 1.7k | 96.32 |
| 2020-12-31 | $157k | 1.7k | 91.65 |
| 2020-09-30 | $152k | 1.7k | 88.73 |
| 2020-06-30 | $150k | 1.9k | 79.83 |
| 2020-03-31 | $152k | 1.9k | 80.89 |