Market Street Wealth Management Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Market Street Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
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