Duke Energy shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $665k | 8.1k | 82.03 |
| 2016-12-31 | $610k | 7.9k | 77.62 |
| 2016-09-30 | $635k | 7.9k | 80.03 |
| 2016-06-30 | $602k | 7.0k | 85.83 |
| 2016-03-31 | $375k | 4.7k | 80.61 |
| 2015-12-31 | $246k | 3.5k | 71.28 |
| 2015-09-30 | $184k | 2.6k | 71.85 |
| 2015-06-30 | $149k | 2.1k | 70.58 |
| 2015-03-31 | $139k | 1.8k | 76.71 |
More positions owned by Integrated Wealth Management
View all positions for Integrated Wealth Management