Duke Energy shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 13k | 123.75 |
| 2025-06-30 | $1.4M | 12k | 118.00 |
| 2025-03-31 | $1.4M | 12k | 121.97 |
| 2024-12-31 | $1.2M | 11k | 107.74 |
| 2024-09-30 | $1.2M | 11k | 115.30 |
| 2024-06-30 | $1.0M | 10k | 100.23 |
| 2024-03-31 | $1.1M | 11k | 96.71 |
| 2023-12-31 | $916k | 9.4k | 97.03 |
| 2023-09-30 | $933k | 11k | 87.88 |
| 2023-06-30 | $881k | 9.8k | 89.74 |