Duke Energy shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 238 | 123.75 |
| 2025-06-30 | $28k | 237 | 118.00 |
| 2025-03-31 | $29k | 237 | 121.97 |
| 2024-12-31 | $25k | 235 | 107.74 |
| 2024-09-30 | $27k | 235 | 115.30 |
| 2024-06-30 | $24k | 235 | 100.23 |
| 2024-03-31 | $43k | 449 | 96.71 |
| 2023-12-31 | $64k | 664 | 97.04 |
| 2023-09-30 | $58k | 659 | 88.26 |
| 2023-06-30 | $87k | 968 | 89.81 |
| 2023-03-31 | $92k | 952 | 96.47 |
| 2022-12-31 | $96k | 928 | 102.90 |
| 2022-09-30 | $74k | 790 | 93.43 |
| 2022-06-30 | $85k | 787 | 108.22 |
| 2022-03-31 | $87k | 785 | 111.11 |
| 2021-12-31 | $82k | 783 | 104.17 |
| 2021-09-30 | $76k | 781 | 97.22 |
| 2021-06-30 | $60k | 614 | 97.22 |
| 2021-03-31 | $76k | 779 | 97.22 |
| 2020-12-31 | $69k | 755 | 90.91 |
| 2020-09-30 | $101k | 1.1k | 88.36 |
| 2020-06-30 | $63k | 792 | 79.55 |
| 2020-03-31 | $73k | 898 | 81.29 |
| 2019-12-31 | $22k | 245 | 89.80 |
| 2019-09-30 | $25k | 256 | 97.66 |
| 2019-06-30 | $18k | 200 | 90.00 |
| 2019-03-31 | $18k | 200 | 90.00 |
| 2018-12-31 | $28k | 328 | 85.37 |
More positions owned by Prestige Wealth Management Group
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