Duke Energy shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 9.9k | 115.30 |
| 2024-06-30 | $850k | 8.5k | 100.23 |
| 2024-03-31 | $730k | 7.5k | 96.72 |
| 2023-12-31 | $646k | 6.7k | 97.04 |