Duke Energy shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 40k | 123.75 |
| 2025-06-30 | $4.6M | 39k | 118.00 |
| 2024-12-31 | $4.5M | 42k | 107.74 |
| 2024-09-30 | $4.1M | 36k | 115.30 |
| 2024-06-30 | $3.6M | 36k | 100.23 |
| 2024-03-31 | $3.2M | 33k | 96.71 |
| 2023-12-31 | $2.6M | 27k | 97.04 |
| 2023-09-30 | $1.8M | 21k | 88.26 |
| 2023-06-30 | $1.7M | 19k | 89.74 |
| 2023-03-31 | $1.8M | 19k | 96.47 |
| 2022-12-31 | $1.9M | 19k | 102.99 |
| 2022-09-30 | $1.8M | 19k | 93.02 |
| 2022-06-30 | $2.0M | 19k | 107.22 |
| 2022-03-31 | $2.4M | 21k | 111.67 |
| 2021-12-31 | $2.2M | 21k | 104.91 |
| 2021-09-30 | $2.1M | 22k | 97.57 |
| 2021-06-30 | $2.0M | 21k | 98.73 |
| 2021-03-31 | $2.0M | 21k | 96.53 |
| 2020-12-31 | $2.0M | 21k | 91.56 |
| 2020-06-30 | $153k | 1.9k | 79.89 |
| 2019-06-30 | $203k | 2.3k | 88.26 |