Duke Energy shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $154k | 1.3k | 115.31 |
| 2024-03-31 | $118k | 1.2k | 96.71 |
| 2023-12-31 | $173k | 1.8k | 97.04 |
| 2022-09-30 | $127k | 1.4k | 92.90 |