Duke Energy shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 32k | 115.30 |
| 2024-06-30 | $2.4M | 24k | 100.23 |
| 2024-03-31 | $1.9M | 19k | 96.71 |
| 2023-12-31 | $2.1M | 22k | 97.04 |
| 2023-09-30 | $2.5M | 14k | 179.18 |
| 2023-06-30 | $1.3M | 15k | 89.74 |