Duke Energy shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Kingsview 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 Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 38k | 115.30 |
| 2024-06-30 | $3.4M | 34k | 100.23 |
| 2024-03-31 | $2.4M | 25k | 96.71 |
| 2023-12-31 | $2.7M | 28k | 97.04 |
| 2023-09-30 | $2.9M | 33k | 88.26 |
| 2023-06-30 | $2.7M | 30k | 89.74 |
| 2023-03-31 | $2.7M | 28k | 96.47 |
| 2022-12-31 | $6.0M | 58k | 102.99 |
| 2022-09-30 | $2.6M | 28k | 93.02 |
| 2022-06-30 | $4.9M | 46k | 107.22 |
| 2022-03-31 | $2.7M | 24k | 111.66 |
| 2021-12-31 | $2.6M | 25k | 104.92 |
| 2021-09-30 | $2.5M | 26k | 97.59 |
| 2021-06-30 | $2.4M | 24k | 99.56 |
| 2021-03-31 | $2.3M | 24k | 96.29 |
| 2020-12-31 | $2.6M | 29k | 91.55 |
| 2020-09-30 | $2.3M | 25k | 88.56 |
| 2020-06-30 | $1.9M | 24k | 79.90 |
| 2020-03-31 | $1.7M | 22k | 80.90 |
| 2019-12-31 | $697k | 8.3k | 84.07 |
| 2019-09-30 | $884k | 9.2k | 95.85 |
| 2019-06-30 | $810k | 9.2k | 88.27 |
| 2019-03-31 | $956k | 11k | 90.01 |
| 2018-12-31 | $805k | 9.3k | 86.31 |
| 2018-09-30 | $626k | 7.8k | 80.02 |
| 2018-06-30 | $230k | 2.9k | 78.98 |
| 2018-03-31 | $305k | 3.9k | 77.50 |
| 2017-12-31 | $697k | 8.3k | 84.07 |
| 2017-09-30 | $689k | 8.2k | 83.81 |
| 2017-06-30 | $482k | 5.8k | 83.54 |
| 2017-03-31 | $460k | 5.6k | 81.92 |
More positions owned by Kingsview Wealth Management
View all positions for Kingsview Wealth Management