Duke Energy shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver Wealth Advisors investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Lineweaver Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 19k | 123.75 |
| 2025-06-30 | $1.9M | 16k | 118.00 |
| 2025-03-31 | $1.8M | 15k | 121.96 |
| 2024-12-31 | $1.5M | 14k | 107.75 |
| 2024-09-30 | $1.4M | 12k | 115.29 |
| 2024-06-30 | $1.2M | 12k | 100.28 |
| 2024-03-31 | $1.1M | 11k | 96.68 |
| 2023-12-31 | $981k | 10k | 97.09 |
| 2023-09-30 | $809k | 9.2k | 88.31 |
| 2023-06-30 | $784k | 8.7k | 89.80 |
| 2023-03-31 | $803k | 8.3k | 96.47 |
| 2022-12-31 | $821k | 8.0k | 103.05 |
| 2022-09-30 | $736k | 7.9k | 93.20 |
| 2022-06-30 | $252k | 2.4k | 106.87 |
| 2022-03-31 | $251k | 2.3k | 111.41 |
More positions owned by Lineweaver Wealth Advisors
View all positions for Lineweaver Wealth Advisors