Duke Energy shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $121k | 1.4k | 88.26 |
| 2023-06-30 | $143k | 1.6k | 89.74 |
| 2023-03-31 | $150k | 1.6k | 96.47 |
| 2020-06-30 | $736k | 9.2k | 79.85 |
| 2019-03-31 | $151k | 1.7k | 90.15 |
| 2018-12-31 | $146k | 1.7k | 86.03 |
| 2018-09-30 | $151k | 1.9k | 79.98 |
| 2018-06-30 | $149k | 1.9k | 78.92 |
| 2018-03-31 | $137k | 1.8k | 77.71 |
| 2017-12-31 | $255k | 3.0k | 84.19 |