Duke Energy shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 1.8k | 123.78 |
| 2025-06-30 | $217k | 1.8k | 118.01 |
| 2025-03-31 | $236k | 1.9k | 121.96 |
| 2024-12-31 | $217k | 2.0k | 107.76 |
| 2024-09-30 | $217k | 1.9k | 115.55 |
| 2024-06-30 | $231k | 7.9k | 29.39 |
| 2024-03-31 | $216k | 2.2k | 96.51 |
| 2023-12-31 | $210k | 2.2k | 96.86 |
| 2023-03-31 | $201k | 2.1k | 96.48 |
| 2022-06-30 | $205k | 1.9k | 107.22 |
| 2022-03-31 | $222k | 2.0k | 111.67 |
| 2021-12-31 | $207k | 2.0k | 104.60 |
| 2021-09-30 | $268k | 2.7k | 97.69 |
| 2021-06-30 | $190k | 1.9k | 98.96 |
| 2021-03-31 | $176k | 1.9k | 93.07 |
| 2020-12-31 | $176k | 1.9k | 93.07 |
| 2020-09-30 | $145k | 1.6k | 88.74 |
| 2020-06-30 | $140k | 1.7k | 80.69 |
| 2020-03-31 | $138k | 1.7k | 81.03 |
| 2019-12-31 | $133k | 1.5k | 90.85 |
| 2019-09-30 | $138k | 1.4k | 95.97 |
| 2019-06-30 | $167k | 1.9k | 88.08 |
| 2019-03-31 | $127k | 1.4k | 89.94 |
| 2018-12-31 | $135k | 1.6k | 86.26 |