Duke Energy shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 286 | 123.75 |
| 2025-06-30 | $34k | 286 | 118.00 |
| 2025-03-31 | $35k | 286 | 121.97 |
| 2024-12-31 | $45k | 421 | 107.74 |
| 2024-09-30 | $31k | 271 | 115.30 |
| 2024-03-31 | $26k | 271 | 96.71 |
| 2023-12-31 | $26k | 271 | 97.04 |
More positions owned by Private Wealth Management Group
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