Duke Energy shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $652k | 5.3k | 123.75 |
| 2025-06-30 | $616k | 5.2k | 118.01 |
| 2025-03-31 | $637k | 5.2k | 121.97 |
| 2024-12-31 | $527k | 4.9k | 107.75 |
| 2024-09-30 | $563k | 4.9k | 115.31 |
| 2024-06-30 | $481k | 4.8k | 100.24 |
| 2024-03-31 | $464k | 4.8k | 96.72 |
| 2023-12-31 | $509k | 5.2k | 97.05 |
| 2023-09-30 | $470k | 5.3k | 88.27 |
| 2023-06-30 | $478k | 5.3k | 89.75 |
| 2023-03-31 | $514k | 5.3k | 96.48 |
| 2022-12-31 | $443k | 4.3k | 102.98 |
| 2022-09-30 | $332k | 3.6k | 93.02 |
| 2022-06-30 | $426k | 4.0k | 107.17 |
| 2022-03-31 | $389k | 3.5k | 111.56 |
| 2021-12-31 | $379k | 3.6k | 104.78 |
| 2021-09-30 | $326k | 3.3k | 97.69 |
| 2021-06-30 | $248k | 2.5k | 98.61 |
| 2021-03-31 | $248k | 2.6k | 96.57 |
| 2020-12-31 | $201k | 2.2k | 91.53 |
| 2020-06-30 | $210k | 2.6k | 79.82 |
| 2020-03-31 | $240k | 3.0k | 80.92 |
| 2019-12-31 | $252k | 2.8k | 91.11 |