Duke Energy shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $211k | 1.6k | 130.94 |
| 2025-12-31 | $186k | 1.6k | 117.21 |
| 2025-09-30 | $176k | 1.4k | 123.75 |
| 2025-06-30 | $169k | 1.4k | 118.87 |
| 2025-03-31 | $174k | 1.4k | 121.07 |
| 2024-12-31 | $190k | 1.8k | 107.74 |