Duke Energy shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Duke Energy
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All positions including Duke Energy held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 8.4k | 123.76 |
| 2025-06-30 | $1.1M | 9.5k | 118.00 |
| 2025-03-31 | $1.1M | 8.9k | 121.97 |
| 2024-12-31 | $1.0M | 9.6k | 107.73 |
| 2024-09-30 | $1.1M | 9.9k | 115.31 |
| 2024-06-30 | $1.2M | 12k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-12-31 | $1.3M | 13k | 97.04 |
| 2023-09-30 | $1.4M | 16k | 88.26 |
| 2023-06-30 | $1.5M | 17k | 89.74 |
| 2023-03-31 | $1.5M | 16k | 96.47 |
| 2022-12-31 | $2.4M | 23k | 102.99 |
| 2022-09-30 | $1.8M | 19k | 93.00 |
| 2022-06-30 | $2.2M | 20k | 107.23 |
| 2022-03-31 | $2.2M | 19k | 111.67 |
| 2021-12-31 | $2.0M | 19k | 104.89 |
| 2021-09-30 | $1.8M | 18k | 97.59 |
| 2021-06-30 | $1.2M | 13k | 98.70 |
| 2021-03-31 | $515k | 5.3k | 96.48 |
| 2020-12-31 | $528k | 5.8k | 91.49 |
| 2020-09-30 | $524k | 5.9k | 88.50 |
| 2020-06-30 | $482k | 6.0k | 79.84 |
| 2020-03-31 | $247k | 3.1k | 80.82 |
| 2019-12-31 | $208k | 2.3k | 91.43 |
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