Duke Energy shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 2.5k | 123.75 |
| 2025-06-30 | $258k | 2.2k | 118.00 |
| 2025-03-31 | $271k | 2.2k | 121.97 |
| 2024-12-31 | $228k | 2.1k | 107.74 |
| 2024-09-30 | $233k | 2.0k | 115.30 |