Duke Energy shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $27k | 211 | 126.58 |
| 2026-03-31 | $23k | 176 | 130.94 |
| 2025-12-31 | $18k | 152 | 117.21 |
| 2025-09-30 | $17k | 138 | 123.75 |
| 2025-06-30 | $14k | 114 | 118.00 |
| 2025-03-31 | $14k | 114 | 121.97 |
| 2024-12-31 | $12k | 114 | 107.74 |
| 2024-09-30 | $13k | 114 | 115.30 |
| 2024-06-30 | $114k | 1.1k | 100.23 |
| 2024-03-31 | $110k | 1.1k | 96.71 |
| 2023-12-31 | $11k | 114 | 97.04 |
| 2023-09-30 | $10k | 114 | 88.26 |
| 2023-06-30 | $10k | 114 | 89.74 |
| 2023-03-31 | $11k | 114 | 96.47 |
| 2022-12-31 | $12k | 114 | 102.99 |
| 2022-09-30 | $11k | 114 | 93.02 |
| 2022-06-30 | $12k | 114 | 107.21 |
| 2022-03-31 | $13k | 114 | 111.66 |
| 2021-12-31 | $12k | 114 | 104.90 |
| 2021-09-30 | $11k | 114 | 97.59 |
| 2021-06-30 | $11k | 114 | 98.72 |
| 2021-03-31 | $11k | 114 | 96.53 |
| 2020-12-31 | $9.3k | 102 | 91.56 |
| 2020-09-30 | $9.0k | 102 | 88.56 |
| 2020-06-30 | $16k | 202 | 79.89 |
| 2020-03-31 | $17k | 202 | 82.16 |
| 2019-12-31 | $18k | 202 | 91.21 |
| 2019-09-30 | $19k | 202 | 95.86 |
| 2019-03-31 | $18k | 202 | 90.00 |
| 2018-12-31 | $17k | 202 | 86.30 |
| 2018-09-30 | $16k | 202 | 80.02 |
| 2018-06-30 | $16k | 202 | 79.08 |
| 2018-03-31 | $16k | 202 | 77.47 |
| 2017-09-30 | $3.0k | 36 | 83.92 |
| 2017-06-30 | $3.0k | 36 | 83.58 |
| 2017-03-31 | $3.0k | 36 | 82.00 |
| 2016-12-31 | $3.9k | 50 | 77.62 |
| 2016-09-30 | $4.0k | 50 | 80.04 |
| 2016-06-30 | $4.3k | 50 | 85.80 |
| 2016-03-31 | $4.0k | 50 | 80.68 |
| 2015-12-31 | $3.6k | 50 | 71.40 |
| 2015-09-30 | $3.6k | 50 | 71.94 |