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Duke Energy shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in Duke Energy

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All positions including Duke Energy held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 108 123.75
2025-06-30 $35k 300 118.00
2025-03-31 $37k 300 121.97
2024-12-31 $40k 374 107.74
2022-03-31 $2.0k 16 125.00