Duke Energy shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 123.74 |
| 2025-06-30 | $2.0M | 17k | 118.00 |
| 2025-03-31 | $2.1M | 18k | 121.96 |
| 2024-12-31 | $2.1M | 19k | 107.74 |
| 2024-09-30 | $2.6M | 22k | 115.43 |
| 2024-06-30 | $1.9M | 19k | 100.29 |
| 2024-03-31 | $1.8M | 18k | 96.71 |
| 2023-12-31 | $1.7M | 18k | 97.04 |
| 2023-09-30 | $1.5M | 18k | 88.26 |
| 2023-06-30 | $1.5M | 17k | 89.74 |
| 2023-03-31 | $1.6M | 16k | 96.47 |
| 2022-12-31 | $1.6M | 16k | 102.99 |
| 2022-09-30 | $1.4M | 15k | 93.02 |
| 2022-06-30 | $1.2M | 12k | 107.18 |
| 2022-03-31 | $1.3M | 12k | 111.65 |
| 2021-12-31 | $1.1M | 10k | 104.94 |
| 2021-09-30 | $964k | 9.9k | 97.63 |
| 2021-06-30 | $1.3M | 13k | 98.71 |
| 2021-03-31 | $1.3M | 13k | 96.51 |
| 2020-12-31 | $1.1M | 12k | 91.59 |
| 2020-09-30 | $803k | 9.1k | 88.58 |
| 2020-06-30 | $673k | 8.4k | 79.85 |
| 2020-03-31 | $739k | 9.1k | 80.84 |
| 2019-12-31 | $877k | 9.6k | 91.19 |
| 2019-09-30 | $862k | 9.0k | 95.76 |
| 2019-06-30 | $521k | 5.9k | 88.28 |
| 2019-03-31 | $494k | 5.5k | 89.98 |
| 2018-12-31 | $614k | 7.1k | 86.31 |
| 2018-09-30 | $789k | 9.9k | 80.03 |
| 2018-06-30 | $743k | 9.4k | 79.03 |
| 2018-03-31 | $616k | 8.0k | 77.08 |
| 2017-12-31 | $591k | 7.2k | 82.14 |
| 2017-09-30 | $365k | 4.3k | 84.77 |
| 2017-06-30 | $59k | 4.5k | 13.15 |
| 2017-03-31 | $161k | 1.9k | 82.90 |
| 2016-12-31 | $151k | 1.9k | 77.84 |