Duke Energy shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 3.0k | 119.38 |
| 2025-06-30 | $270k | 2.3k | 118.00 |
| 2025-03-31 | $278k | 2.3k | 121.97 |
| 2024-12-31 | $245k | 2.3k | 107.74 |
| 2024-09-30 | $270k | 2.3k | 115.30 |
| 2024-06-30 | $228k | 2.3k | 100.23 |
| 2024-03-31 | $220k | 2.3k | 96.71 |
| 2023-12-31 | $202k | 2.1k | 97.04 |
| 2023-09-30 | $229k | 2.6k | 88.26 |
| 2023-03-31 | $240k | 2.4k | 101.66 |
| 2022-06-30 | $201k | 1.9k | 107.20 |
| 2022-03-31 | $209k | 1.9k | 111.47 |
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