Duke Energy shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 3.1k | 123.74 |
| 2025-06-30 | $363k | 3.1k | 117.99 |
| 2025-03-31 | $368k | 3.0k | 121.96 |
| 2024-12-31 | $313k | 2.9k | 107.73 |
| 2024-09-30 | $343k | 3.0k | 115.29 |
| 2024-06-30 | $297k | 3.0k | 100.23 |
| 2024-03-31 | $295k | 3.1k | 96.71 |
| 2023-12-31 | $288k | 3.0k | 97.04 |
| 2023-09-30 | $294k | 3.3k | 88.26 |
| 2023-06-30 | $300k | 3.3k | 89.74 |
| 2023-03-31 | $323k | 3.3k | 96.47 |
| 2022-12-31 | $344k | 3.3k | 102.99 |
| 2022-09-30 | $322k | 3.5k | 92.98 |
| 2022-06-30 | $366k | 3.4k | 107.08 |
| 2022-03-31 | $378k | 3.4k | 111.70 |
| 2021-12-31 | $355k | 3.4k | 104.91 |
| 2021-09-30 | $567k | 5.8k | 97.62 |
| 2021-06-30 | $345k | 3.5k | 98.74 |
| 2021-03-31 | $337k | 3.5k | 96.45 |
| 2020-12-31 | $320k | 3.5k | 91.59 |
| 2020-09-30 | $320k | 3.6k | 88.42 |
| 2020-06-30 | $289k | 3.6k | 79.86 |
| 2020-03-31 | $293k | 3.6k | 80.96 |
| 2019-12-31 | $327k | 3.6k | 91.11 |
| 2019-09-30 | $356k | 3.7k | 95.85 |
| 2019-06-30 | $326k | 3.7k | 87.78 |
| 2019-03-31 | $334k | 3.7k | 89.93 |
| 2018-12-31 | $321k | 3.7k | 86.43 |
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