Duke Energy shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $798k | 6.8k | 118.00 |
| 2025-03-31 | $906k | 7.4k | 121.97 |
| 2024-12-31 | $779k | 7.2k | 107.74 |
| 2024-09-30 | $812k | 7.0k | 115.30 |
| 2024-06-30 | $872k | 8.7k | 100.23 |
| 2024-03-31 | $869k | 9.0k | 96.71 |
| 2023-12-31 | $893k | 9.2k | 97.04 |
| 2023-09-30 | $825k | 9.3k | 88.26 |
| 2023-06-30 | $964k | 11k | 89.74 |
| 2023-03-31 | $978k | 10k | 96.47 |
| 2022-12-31 | $975k | 9.5k | 102.99 |
| 2022-09-30 | $810k | 8.7k | 93.07 |
| 2022-06-30 | $884k | 8.2k | 107.19 |
| 2022-03-31 | $940k | 8.4k | 111.71 |
| 2021-12-31 | $903k | 8.6k | 104.91 |
| 2021-09-30 | $869k | 8.9k | 97.56 |
| 2021-06-30 | $877k | 8.9k | 98.75 |
| 2021-03-31 | $857k | 8.9k | 96.50 |
| 2020-12-31 | $833k | 9.1k | 91.53 |
| 2020-09-30 | $849k | 9.6k | 88.51 |
| 2020-06-30 | $806k | 10k | 79.87 |
| 2020-03-31 | $803k | 9.9k | 80.83 |
| 2019-12-31 | $1000k | 11k | 91.24 |
| 2019-09-30 | $1.0M | 11k | 95.84 |
| 2019-06-30 | $948k | 11k | 88.84 |
| 2019-03-31 | $993k | 11k | 90.01 |
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