Duke Energy shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $386k | 4.3k | 89.74 |
| 2023-03-31 | $536k | 5.6k | 96.47 |
| 2022-12-31 | $583k | 5.7k | 102.99 |
| 2022-09-30 | $572k | 6.1k | 93.04 |
| 2022-06-30 | $674k | 6.3k | 107.27 |
| 2022-03-31 | $699k | 6.3k | 111.73 |
| 2021-12-31 | $658k | 6.3k | 104.84 |
| 2021-09-30 | $473k | 4.9k | 97.51 |
| 2021-06-30 | $764k | 7.7k | 98.76 |
| 2021-03-31 | $806k | 8.3k | 96.56 |
| 2020-12-31 | $800k | 8.7k | 91.56 |
| 2020-09-30 | $957k | 11k | 88.55 |
| 2020-06-30 | $1.4M | 16k | 88.23 |
| 2020-03-31 | $1.5M | 17k | 89.97 |
| 2019-12-31 | $678k | 7.0k | 97.13 |
| 2019-09-30 | $1.5M | 16k | 95.89 |
| 2019-06-30 | $1.4M | 16k | 88.23 |
| 2019-03-31 | $1.5M | 17k | 89.97 |
| 2018-12-31 | $1.5M | 17k | 86.31 |
| 2018-09-30 | $1.5M | 19k | 80.01 |
| 2018-06-30 | $1.6M | 20k | 79.08 |
| 2018-03-31 | $1.6M | 21k | 77.45 |
| 2017-12-31 | $2.3M | 27k | 84.13 |
| 2017-09-30 | $2.6M | 31k | 83.92 |
| 2017-06-30 | $2.7M | 33k | 83.60 |
| 2017-03-31 | $3.0M | 37k | 82.02 |
| 2016-12-31 | $2.7M | 35k | 77.61 |
| 2016-09-30 | $2.9M | 36k | 80.04 |
| 2016-06-30 | $3.1M | 36k | 85.80 |
| 2016-03-31 | $3.0M | 37k | 80.68 |
| 2015-12-31 | $3.1M | 43k | 71.40 |
More positions owned by Intercontinental Wealth Advisors
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