Duke Energy shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 22k | 115.30 |
| 2024-06-30 | $2.2M | 22k | 100.23 |
| 2024-03-31 | $2.1M | 21k | 96.71 |
| 2023-12-31 | $2.2M | 23k | 97.04 |
| 2023-09-30 | $2.1M | 24k | 88.26 |
| 2023-06-30 | $3.4M | 38k | 89.74 |