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
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |