Duke Energy shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duke Energy by Kestra Private Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.4M | 64k | 115.30 |
2024-06-30 | $6.7M | 67k | 100.23 |
2024-03-31 | $5.7M | 59k | 96.71 |
2023-12-31 | $5.5M | 57k | 97.04 |
2023-09-30 | $4.7M | 53k | 88.26 |
2023-06-30 | $4.2M | 47k | 89.74 |
2023-03-31 | $3.6M | 37k | 96.47 |
2022-12-31 | $3.7M | 36k | 102.99 |
2022-09-30 | $3.3M | 35k | 93.02 |
2022-06-30 | $3.4M | 31k | 107.22 |
2022-03-31 | $3.8M | 34k | 111.67 |
2021-12-31 | $3.4M | 33k | 104.91 |
2021-09-30 | $3.0M | 31k | 97.58 |
2021-06-30 | $2.9M | 30k | 98.73 |
2021-03-31 | $2.7M | 28k | 96.54 |
2020-12-31 | $2.3M | 26k | 90.57 |
2020-09-30 | $2.5M | 28k | 88.71 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services